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Associate - Client Operations & Admin Support

Company: Experis
Location: Franklin
Posted on: October 11, 2019

Job Description:

URGENT NEED - Associate - Client Operations & Admin Support Duration: 6-9 months contract Location: Franklin, TN 37067Job Description: The Client Associate services clients and provides operational and administrative support to Financial Advisors.Key Responsibilities: * Educate clients on account services and capabilities * Input data in to financial planning tools * Assist with the preparation of reports and other materials for client meetings * Ensure appropriate documentation is collated for new accounts and service requestsKey Deliverables: * Leverage communications channels to enhance relationships with clients * Maintain management systems with up to date client information * Organize logistics for team marketing events and maintain marketing materials * Provide team with calendar detailing daily, weekly and monthly activities * Identify service opportunities for clientsRequired Experience: * Client support - operations and administration * Marketing experience * Marketing in Financial services industry experience preferred Experis is an Equal Opportunity Employer (EOE/AA) - provided by Dice

Keywords: Experis, Franklin , Associate - Client Operations & Admin Support, Administration, Clerical , Franklin, Tennessee

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