Synovus Financial·7 months ago
7 months ago
Investment Associate - Destin FL
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About this role
Take on the role of Investment Associate, supporting Financial Advisors by coordinating client service activities and ensuring client advocacy. Engage with clients to analyse financial needs and provide investment recommendations. Ideal for candidates with experience in financial services and strong organisational skills.
Skills
- client service
- financial needs analysis
- trade execution
- account documentation
- risk compliance
- sales support
- client onboarding
- data gathering
- confidentiality management
- stakeholder management
- problem resolution
- marketing materials management
- technology platform adoption
- sales reporting
- insurance sales
- referral generation
Company
Synovus Financial
Destin, United States of America
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