Collaborate with clients to understand their logistics needs and propose customized solutions. Growing existing
as outlined by the adviser, and the customer's needs, objectives and risk tolerance. Must meet compliance changes in customer circumstances and risk management needs, product offerings available, and changes in product
product development teams to identify customer needs, market trends, and opportunities for new product identify variances and take corrective actions as needed. Prepare regular sales reports, forecasts, and
product development teams to identify customer needs, market trends, and opportunities for new product identify variances and take corrective actions as needed. Prepare regular sales reports, forecasts, and
as outlined by the adviser, and the customer's needs, objectives and risk tolerance. Must meet compliance changes in customer circumstances and risk management needs, product offerings available, and changes in product
by partnering with them and understanding their needs. Resolve customer escalations when relevant Sales
by partnering with them and understanding their needs. Resolve customer escalations when relevant Sales
preferred. Self-starterable to identify work that needs to be done and does it without required instruction
keeping clients. We work as a team, and at times will need to ensure follow up on sales and orders received
operations. Inspects facility and equipment to determine need and extend of service, equipment required, type