Job Description
What is the opportunity?
As an Investment and Retirement Planning (IRP) Associate, you provide direct client and sales support to Financial Planners in the Investment and Retirement Planning team, enabling them to focus on planning, advisory activities, and client acquisition. You contribute to a differentiated client experience by providing value-added support and problem resolution, collaborating across the organization to meet client needs and expand the team’s network. As a team member, you bring innovative ideas to grow market share and enrich team success.
What will you do?
- Assist Financial Planners with preparations for client meetings and support the fulfillment of simple investment solutions and referrals to appropriate partners.
- Maintain a superior level of client experience and service with all clients, whether they visit our branches or contact us by phone or email.
- Provide support to client requests, act as a point of c...