Client Service Analyst - Bilingual

Join our dynamic team at Wealth Management and be at the forefront of delivering exceptional customer service. Unlock your potential and make a significant impact by helping our clients navigate their financial journey with confidence.

As a Client Service Analyst (Individual Contributor) in Wealth Management, you will be the primary point of contact for our participants. You will provide exceptional customer service and share your knowledge of our products and services to support customers in their financial journey. Your role will involve communicating with customers via phone and email, resolving queries, and ensuring a memorable experience.

Job Responsibilities

• Serve as the first point of contact for Wealth Management clients.
• Provide exceptional customer service and product knowledge.
• Communicate with customers via phone and email to deliver high-quality responses.
• Collaborate with other departments to resolve clie...