Scheduling meetings with clients to discuss their financial needs and goals.
Collecting pertinent client information to provide investment options that align with clients' financial situations.
Monitoring market conditions to determine how various changes may impact taxes and client investments.
Advising clients on how to apply for mortgages...
The Customer Service Representative attracts potential customers by answering product and service questions; suggesting information about other products and services. Process orders, prepare correspondences and fulfill customer needs to ensure customer satisfaction.
Requires a high school diploma or equivalent and 0-3 years of experience in...