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Develop close working relationships with the practices’ clients in order to promote the goals of the practice whenever possible
* Drive client activity in the practice by scheduling meetings with clients on behalf of the practice’s Financial Representatives.
* Answer incoming telephone calls and greet clients.
* Manage client contacts in a prompt, efficient manner, providing accurate and thorough responses to requests for information.
* Handle sensitive communications with clients, which may include highly confidential information and effectively respond through verbal and written communications to ensure a high level of customer satisfaction.
* Provide additional marketing or recruiting support to the practice when needed.
* Complete other miscellaneous duties as assigned.
Relationship Officer / Senior Relationship Officer Report to your ManagerWork to a program agreed with your ManagerFollow up and service all your existing clients on a regular basisExpand existing client sales through regular reviewsAttend regular bra....
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