Financial Services Liaison
5 days ago
We're seeking a highly skilled Client Relationship Manager to join our team at Prestige IFA Jobs. As a key member of our organization, you'll play a crucial role in building and maintaining strong relationships with clients.
About the Team
- We're a dynamic team passionate about delivering exceptional service and exceeding client expectations.
- We're committed to creating positive change for clients, society, and the financial services industry.
Key Responsibilities
- Develop and maintain day-to-day client relationships to ensure their financial needs and goals are met.
- Facilitate the onboarding process for new clients and collaborate with other teams to ensure timely processing of requests.
Requirements and Qualifications
- 4-8 years of experience in client relationship management.
- Commitment to acting in the best interests of clients at all times.
- Strong communication skills with the ability to simplify complex financial concepts.
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