Relationship Specialist
Current* Ability to multi-task, including speaking to customers on the phone, assessing their needs, researching information on the computer and providing clients with options at one time* Advanced technical skills, with the ability to utilize multiple different applications at one time, including Windows, Internet Research, database systems, and email * Ability to be self-directed and has full understanding of New Accounts, Transfer of Assets, Cashiering, and Account Maintenance * Provide… Show more * Ability to multi-task, including speaking to customers on the phone, assessing their needs, researching information on the computer and providing clients with options at one time* Advanced technical skills, with the ability to utilize multiple different applications at one time, including Windows, Internet Research, database systems, and email * Ability to be self-directed and has full understanding of New Accounts, Transfer of Assets, Cashiering, and Account Maintenance * Provide superior customer service to Advisors * Customer Advocate * Research, respond, and resolve complex client situations * Collaborate with internal partners * Positive attitude, enthusiastic, professional and strong work ethic with high level of integrity and ethics* Strong verbally and written communication Show less