maintaining high standards of professionalism and customer service. Duties may also include querying accounts
An ability to think strategically, a strong customer service ethic An ability to work independently, a
and administrative software and templates Customer services Timeously responding to all queries/complaints
and collections. Collaborate with sales and customer service teams to address customer needs and resolve
and collections. Collaborate with sales and customer service teams to address customer needs and resolve
controls to ensure the best and most professional customer service experience. Effective client relationship
independent firm that provides customized financial planning services to retirement funds and their members
independent firm that provides customized financial planning services to retirement funds and their members
Sound knowledge of internal controls • Customer focused and service oriented • Ability to work well under