Prepare documentation and provide updates to IAs in preparation for client meetings Create reports for analysis of client accounts;
communicate with customers to provide mentorship on products and services, and identify referral opportunities Accept/create leads and ensure correct referral coding administration Submit marketing pieces for approval, compile client information packages, maintain marketing materials and “Marketing Express” mail-outs Familiarize and adhere to compliance requirements, including all aspects of new and existing account documentation and marketing materials Provide a high level of client service which includes responding to phone, mail and electronic enquiries based on knowledge of full service brokerage Deliver the ‘gold standard’ client experience at every interaction with team members, colleagues and clients;
prioritize and handle own work and consistently exercise discretion Adhere to all policies and procedures and maintain a culture and operation of risk management Use insights to continually improve individual and team performance for clients Participate fully as a team member, continually improve knowledge and keep others informed and up to date about status and progress, issues or other related activities

系统翻译：
准备文件并向 IAs 提供更新信息，为客户会议做好准备 创建客户帐户分析报告；
与客户沟通，提供产品和服务指导，并确定推荐机会 接受/创建潜在客户并确保正确的推荐编码管理 提交营销审批件，编制客户信息包，维护营销材料和“营销快车”邮件 熟悉并遵守合规要求，包括新的和现有的帐户文件和营销材料的所有方面 提供高水平的客户服务，包括响应基于全方位服务经纪知识的电话、邮件和电子查询 在与团队成员、同事和客户的每次互动中提供“黄金标准”客户体验；
确定优先顺序并处理好自己的工作，并始终如一地行使酌处权 遵守所有政策和程序维护风险管理的文化和运作 利用洞察力不断为客户提高个人和团队绩效 作为团队成员充分参与，不断提高知识并使其他人了解最新的状态和进展、问题或其他相关活动