Senior Associate - Client Advisory
Apply NowCompany: CyberCoders
Location: Bellevue, WA 98006
Description:
Senior Associate - Client Advisory
Position Overview
The Senior Associate - Client Advisory will play a crucial role in providing exceptional client service and financial guidance to our clients. This position involves developing strong relationships, understanding client needs, and delivering tailored financial solutions to meet those needs effectively.
Key Responsibilities
Position Overview
The Senior Associate - Client Advisory will play a crucial role in providing exceptional client service and financial guidance to our clients. This position involves developing strong relationships, understanding client needs, and delivering tailored financial solutions to meet those needs effectively.
Key Responsibilities
- Develop and maintain relationships with clients to ensure high levels of satisfaction and trust.
- Conduct comprehensive financial assessments to identify client goals and objectives.
- Provide expert advice on financial management, investment strategies, and financial planning.
- Collaborate with other team members to create customized financial plans for clients.
- Stay updated on industry trends and regulations to ensure compliance and best practices.
- Assist in the preparation of client presentations and reports.
- Bachelor's degree in Finance, Business Administration, or a related field.
- Proven experience as a Client Service Associate or in a similar client-facing role.
- Strong knowledge of financial management and financial planning concepts.
- Certifications such as CFP (Certified Financial Planner) are a plus.
- Excellent communication and interpersonal skills.
- Ability to work collaboratively in a team environment.