Ensure effective communication between all parties (clients, advisors, and various collaborators) Provide superior customer service in person, on the phone, and by email Analyze client accounts to prepare for activities that support investment advisors in their business development Diligently carry out transactions related to investment accounts Open and update client files Coordinate advisors’ agendas, schedule appointments, and prepare clients meetings Ensure adherence to compliance and risk management rules

系统翻译：
确保各方（客户、顾问和各种合作者）之间的有效沟通 亲自、通过电话和电子邮件提供优质的客户服务 分析客户账户，为支持投资顾问业务发展的活动做好准备 认真开展与以下方面相关的交易投资账户 打开和更新客户文件 协调顾问议程、安排预约并准备客户会议 确保遵守合规和风险管理规则