Uncover client needs and articulate value propositions clearly
Collect essential financial documentation from clients
Foster customer relationships and ensure a smooth onboarding process
Required Qualifications
Prior customer service and sales experience
Strong ability to take initiative in customer interactions
Detail and task-oriented with high organizational skills
Able to meet performance deadlines and set goals
Experience in a fast-paced environment
Average salary estimate
$0
/ YEARLY (est.)
min
max
$0K
$0K
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