What are the responsibilities and job description for the Client Relationship Manager/Executive Assistant position at Crossroads Bank?
Responsibilities
- Handle and enter confidential client information
- Process new account applications
- Process supplemental forms and client investment account requests
- Manage client requests
- Provide client service/account maintenance
- Receive and prioritize directives from multiple advisors
- Manage schedules and meetings for 3-4 financial advisors
- Collaborate with other Executive Assistants professionally