Private Client Service Representative

Tasks

• They ensure that customers are proactively followed up with after a request for a quote or personal contact.
• They continuously educate themselves on changes to internal and external policies.
• They ensure risk management and compliance with legal requirements.

Requirements

• You have a business background and excellent sales skills.
• You have strong organizational skills, can handle pressure, take the initiative, and value teamwork.
• You are able to set your own priorities and work independently.
• They are dynamic and pragmatic and are known for their strong sense of initiative.
• You are proficient in using computer tools and have strong analytical skills.