Upvote
Downvote
Client Services Representative
Share Job
- Suggest Revision
Full-time
- Handle the service request in a timely manner or refer to the Sales Advisor for further assistance if necessary.
- Also, coordinate the pick-up and delivery of express mail services such as FedEx and UPS.
- Act as point person for local Accel Wealth Management seminars (virtual or in-person).
- Assist Sales Advisor(s) with scheduling and preparing for client reviews.
- Follow-up on any outstanding policy or account changes the Sales Advisor(s) need or request.
Active Job
Updated 29 days agoSimilar Job
Relevance
Active