• Service incoming phone calls and emails from clients in a professional manner within service level goals • Demonstrate effective core competencies through each stage of a call by connecting with clients, asking open ended questions and listening to the needs of the client to uncover opportunities • Provide comprehensive client service and account management to clients, including but not limited to executing trades on client account open requests, facilitating customer asset transfers into the bank, providing general and specific information on accounts and products, addressing web navigation queries, account opening and maintenance processing, utilizing client relationship management system to track activities and contacts, uncovering referral opportunities to financial advisors • Support service requests based on investment solutions from a product set