Financial Planning and Analysis

• Handle client requests.
• Perform tasks and conduct research as needed, recommending appropriate solutions.
• Help colleagues manage their calendars and emails.
• Be attentive to the needs of members and clients and recommend solutions that meet their expectations.
• Assist members and clients in selecting and maximizing their use of tools and channels based on their desired level of independence and automation.
• Identify business opportunities and participate in sales development initiatives.

Financial Services Agent, Clientele

Client Financial Services Agent