Financial Advisor to manage their workflow and follow-ups. Manage data collection, logging and distribution if > 10 clients. Follow-up on cases daily until accepted. Update follow-up notes on Elite Wealth. Send Basic problem solving at a logic level. Ability to make decisions within the job parameters. Customer service
Financial Advisor to manage their workflow and follow-ups. Manage data collection, logging and distribution if > 10 clients. Follow-up on cases daily until accepted. Update follow-up notes on Elite Wealth. Send Basic problem solving at a logic level. Ability to make decisions within the job parameters. Customer service