The Client Relationship Specialist (CRS) role services all existing clients that form part of an allocated allocated Wealth Specialists team that they work for. These individuals build a trusting relationship with products and services offered. Client Relationship Specialists conduct client reviews with clients in order tracking of all leads received by the Wealth Specialist team such that these leads are contacted and and confirming of appointments with the Wealth Specialist as well as ensuring they have the correct paperwork
The Client Relationship Specialist (CRS) role services all existing clients that form part of an allocated allocated Wealth Specialists team that they work for. These individuals build a trusting relationship with products and services offered. Client Relationship Specialists conduct client reviews with clients in order tracking of all leads received by the Wealth Specialist team such that these leads are contacted and and confirming of appointments with the Wealth Specialist as well as ensuring they have the correct paperwork
is on the hunt for a talented Retail Marketing Specialist who has experience or at the very least initiative
is on the hunt for a talented Retail Marketing Specialist who has experience or at the very least initiative