Investment Advisory, Consumer

Overview

I am working with an advisory firm, who are seeking a knowledgeable Consumer Associate to join their team in LA. In this advisory role, you will assist consumers by understanding their needs, offering tailored product or service recommendations, and ensuring a positive customer experience.

Responsibilities

• Engage with customers to understand their preferences and requirements
• Provide clear, accurate, and helpful product or service advice
• Assist customers in making informed decisions
• Address customer questions and concerns promptly and professionally
• Collaborate with the team to improve customer satisfaction and service quality
• Maintain up-to-date knowledge of products, services, and industry trends

Qualifications

Details

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