The Client Relationship Specialist I (CRS I) is an entry-level position that provides essential support to Planning Advisors, Service Advisors, and the Manager Delegate. This role involves various administrative tasks, including client communication, research, paperwork, collaboration with internal and external stakeholders, and product research while ensuring compliance with regulations.
The CRS I is responsible for delivering accurate written communications and assisting clients in determining suitable courses of action. This role may collaborate with qualified advisors and reports to the Manager, National Branch.
