Job Details

ID #53512101
Estado South Carolina
Ciudad Greenville / upstate
Full-time
Salario USD TBD TBD
Fuente Kincaid Retirement & Wealth Management, LLC
Showed 2025-02-23
Fecha 2025-02-23
Fecha tope 2025-04-24
Categoría Servicio al cliente
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Aplica ya

Client Services Coordinator

South Carolina, Greenville / upstate, 29601 Greenville / upstate USA
Aplica ya

business

All applications/paperwork for new accounts

All service request paperwork (withdrawals, transfers, MoneyLink, start income monthly AUM out report in Orion

Answer phones and provide customer service needed or refer action to Team

Order Supplies: FSI/

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