Uncover client needs and articulate value propositions
Collect essential financial documentation from clients
Foster customer relationships and ensure a smooth onboarding process
Required Qualifications
Prior customer service and sales experience
Strong initiative and ability to direct customer interactions
Detail and task-oriented
High prioritization and organizational skills
Able to meet performance deadlines and expectations
Average salary estimate
$42500
/ YEARLY (est.)
min
max
$35000K
$50000K
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