Internship Wealth Management Client Advisor Assistant

Vedi l’offerta su Go Lavoro: golavoro.it/annuncio-lavoro/7hwu1y

We are looking for three motivated Client Advisor Assistants to join our team and support our Client Advisors in their daily activities. support Client Advisors in delivering exceptional client service and a high-quality client experience
become a first point of contact for clients on account-related queries, developing strong communication and problem-solving skills
learn how account opening, onboarding, due diligence and ongoing monitoring activities work in a leading financial services environment
prepare and coordinate documentation for client meetings and investment proposals, gaining exposure to wealth management activities
collaborate with colleagues across the organization to ensure client accounts comply with legal, compliance and regulatory requirements

Vedi l’offerta su Go Lavoro: golavoro.it/annuncio-lavoro/7hwu1y