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Customer Service Representative
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- Come join our team of Wealth Management, Trust, Estate Administration, and Corporate Retirement Plan professionals who proudly help clients achieve their dreams.
- Reports To: Customer Service Manager
- Shows a commitment to The Trust Company's Mission, Core Values, and Client Promise.
- Answers employee questions regarding the features of their retirement plan/s.
- Calculates the amount available for a loan and initiate the processing of the paperwork.
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