DUTIES: Switchboard duties - Answer and direct client calls. Take messages and relay them to the appropriate bank statements via various channels Follow-up calls to clients where the business is waiting for the
thinking abilities DUTIES: Answer and direct client calls Take messages and relay them to the appropriate bank statements via various channels Follow-up calls to clients where the business is waiting for the
DUTIES: Switchboard duties - Answer and direct client calls. Take messages and relay them to the appropriate bank statements via various channels Follow-up calls to clients where the business is waiting for the
thinking abilities DUTIES: Answer and direct client calls Take messages and relay them to the appropriate bank statements via various channels Follow-up calls to clients where the business is waiting for the
each segment. Conduct any prospect follow-up phone calls to obtain further information on planner's request
each segment. Conduct any prospect follow-up phone calls to obtain further information on planner's request