Client Service Manager
RAYMOND J MORTON Beckley, WV
- Expired: January 04, 2021. Applications are no longer accepted.
Job DescriptionKey Traits of a Successful Client Service Manager Direct attention to detail and organization Effective communication with clients and other advisors/staff Effective and efficient time management Polite and clear phone manner Ability to multi-task Ability to adhere to rules and regulations as stated and required by advisor, Ameriprise Financial Ability to support and provide guidance for compliance within the advisor's practice Positive attitude and sincere willingness to constantly learn and growEducation and Other Designations: College degree or higher 2+ years of similar experience Already have or be able to study for and pass exams for federal and state licenses and registrations for securities, including Series 7, Series 66, and State life, accident and health insurance licensesAn equal opportunity employer
RAYMOND J MORTON
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