Provide support to the District Sales Manager and Financial Advisors. Customer service duties, assist in daily office operations including: assisting with obtaining new account and customer maintenance forms, establishing new accounts, customer account servicing, processing estate account requests, researching problems, preparing and editing correspondence, obtaining proper approval on correspondence, record keeping, heavy order entry, and client contact. Solid base knowledge of Retirement ...
HAH - 17 months ago
- save job
-
block
