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Customer Service - Banking

Veterans Sourcing Group Franklin, TN
  • Expired: 22 days ago. Applications are no longer accepted.
VSG is seeking several customer service representatives for major bank located in Franklin, TN. Please send resume to ozanni@veteranssourcinggroup.com

Location: One Franklin

Role Purpose:
A Client Associate services clients and provides operational and administrative support to Financial Advisors.

Key Responsibilities:
* Educate clients on account services and capabilities
* Input data in to financial planning tools
* Assist with the preparation of reports and other materials for client meetings
* Ensure appropriate documentation is collated for new accounts and service requests

Key Deliverables:
* Leverage communications channels to enhance relationships with clients
* Maintain management systems with up to date client information
* Organize logistics for team marketing events and maintain marketing materials
* Provide team with calendar detailing daily, weekly and monthly activitie
* Identify service opportunities for clients

Veterans Sourcing Group

Address

Franklin, TN
37067 USA