About the Role
Description
:Are you admired for your attention to detail, exactingstandardsand willingness to help others deliveran outstandingcustomer experience to our high value clients? If so, then apply for the position of PIA Client Relationship Associate today. In this role, you will provide business and relationship management as well as planning support to Investment Advisors (IAs)to enablethemto deliverexceptional customer service to our clients.
In addition, you will:
Provide functional specialized business services, advisory and process/program support
Assist IA in building integrated and customized solutions based on clients' unusual needs
Build relationships with existing clients, IA Bank branches and other Bank referral sources
Demonstrate financial planningexpertiseto support IA and produce high quality plans that exceed client expectations and improve client retention and loyalty
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