---

---

Location

Bangalore | India

---

Job description

Handle telephone and email inquiries from clients regarding products, services, markets, regulations and any others issues impacting their accounts

 

Educate clients on regulatory issues, policies, procedures, systems, markets

Answer client service phone line from clients

 

Perform other duties as required that contribute to the overall effectiveness of the position to the team

 

Serve as the internal liaison between Wealth Management client servicing teams,  and other internal partners

 

New and existing consulting support obtain and validate required legal documentation to open/close centrally managed  accounts

 

Conduct peer reviews to confirm investment product and account type statement setup/deletion

 

Monitor the turnaround time on all assigned activity

Investment representatives are responsible for conducting the administration of investment products and services. They must market and sell financial products and services to potential clients. Investment representatives offer advice and representation of the following financial products

---

Job tags

---

---

Salary