This position is exclusively client facing and requires collaboration with the financial planning analyst staff for support in producing financial plans. Responsible for developing both internal and external referral networks
The best candidate will be able to learn new and sometimes complex subject matter and identify the most significant points. Topics include network technology and innovation, brand and value proposition, and business goals and results.
Maintains a welcoming environment that generates customer traffic and builds loyalty by exceeding customer's expectations. Coach and mentor staff to implement initiatives that support exceptional customer service standards.