Capturing and taking minutes of meetings from Financial Advisors interaction with clients; Capturing
Capturing and taking minutes of meetings from Financial Advisors interaction with clients; Capturing
strong advantage. • Attention to detail to ensure data is accurate. • Excellent problem – solving &
strong advantage. • Attention to detail to ensure data is accurate. • Excellent problem – solving &
for our range of products and solutions. Utilize data-driven strategies and market insights to prioritize
for our range of products and solutions. Utilize data-driven strategies and market insights to prioritize