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 firstname.lastname@example.org
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
Franklin,TN 37067 USA
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