The ideal candidate will excel in managing client interactions, organizing schedules, and maintaining efficient operations to ensure the success of our clients financial group. […]
Our client is a leading financial group dedicated to helping individuals achieve financial security for retirement. […]
They are committed to making a positive impact on as many lives as possible through their expertise and personalized service. […]
Client Management: Utilize Excel to maintain client records, track interactions, and manage follow-ups. […]
Agent Support: Assist in the onboarding of new agents, ensuring...