Job Description

Is this role right for you?

In this role you will:
  • Process documentation requests and input transaction requests as directed by Financial Consultants

  • Partner with Financial Consultants and Portfolio Managers in booking client meetings

  • Respond effectively to all inquiries from current and prospective clients concerning MD products and services

  • Respond to last minute requests from Financial Consultants during client meetings

  • Maintain a follow-up system for inquiries, complaints, and problem resolution, ensuring that established MD service standards are being met in a timely manner

  • Provide support and participate in the research and resolution of client issues

  • Complete file preparation for Financial Consultants and Portfolio Managers in advance of client meetings

  • Prepare and process new account documentation as required 

  • Update the database for all client contact, ensuring that all c...

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