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6 Escraa Jobs
RELATIONSHIP ASSOCIATE
Escraa
posted 3+ weeks ago
Job Role Insights
Key skills for the job
Job Description
- A Relationship Associate typically refers to a role within the financial services industry, particularly in banking or investment firms
- As a Relationship Associate, your primary responsibility is to support and manage client relationships to ensure customer satisfaction and promote business growth
- Here are some common duties and responsibilities associated with the role:Client Relationship Management: Building and maintaining strong relationships with clients is a key aspect of the role
- Relationship Associates interact with clients to understand their financial needs, provide personalized service, address inquiries or concerns, and offer appropriate solutions or recommendations
- Account Management: Relationship Associates oversee client accounts, including opening new accounts, updating account information, and processing transactions
- They ensure accurate record-keeping and handle any account-related administrative tasks
- Financial Advisory Support: Relationship Associates assist clients by providing basic financial advice and guidance
- They may explain investment options, discuss risk tolerance, and help clients make informed decisions based on their financial goals
- Cross-Selling and Upselling: Relationship Associates identify opportunities to cross-sell or upsell additional products or services to existing clients
- This involves analyzing client needs and suggesting relevant solutions that align with their financial objectives
- Product Knowledge: It is important for Relationship Associates to have a deep understanding of the financial products and services offered by their organization
- They should be able to explain product features, benefits, and associated risks to clients
Employment Type: Full Time, Permanent
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