Job Description

POSITION SUMMARY

The Client Relations department is a critical business function and enabler of strategic transformation initiatives impacting IGWM. As a central resource for Advisors, Clients and internal business partners, Client Relations provides support for new product launches, technologies and processes that are key to the success of transformation. Working in a fast-paced environment, the main responsibility is to accurately, professionally and effectively handle and resolve client and consultant inquiries and problems through acquired product knowledge of the corporate policies and procedures.

RESPONSIBILITIES

  • Creating effortless experiences when receiving and responding to inbound phone and email contacts from consultants, clients, and other institutions, and ensuring we only do what is best for our clients.

  • Delivering a reliable, consistent, and transparent service by handling all inquiries with a high ...

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