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New Opportunity - Client Services Administrative Assistant - Per Hour
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- The Client Services Administrator is responsible for assisting the Client Services Specialists with administrative support, ensuring data in our CRM is properly entered, and providing excellent customer service to our clients.
- Updating annuity account values within SF CRM
- Scanning & uploading annuity statements in SF CRM
- Provide tech support for TD Ameritrade logins
- Report Review (new business reporting, money in reporting, auditing account info)
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