1-2 years financial services industry experience preferred including client service interactions, and knowledge of estates, trusts, and retirement plans, account opening and asset distribution processes.
Knowledge/Skills:
Basic clerical and administrative skills
Effective written and verbal communication skills
Excellent interpersonal and client service skills
Organizational skills, attention to detail and excellent follow up skills
Ability to research and resolve problems and service inquiries and elevate when appropriate
Ability to efficiently handle a high volume of requests in a fast paced environment
Be self-motivated and able to work in a strong team and high activity environment.
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Knowledge/Skills:
Basic clerical and administrative skills
Effective written and verbal communication skills
Excellent interpersonal and client service skills
Organizational skills, attention to detail and excellent follow up skills
Ability to research and resolve problems and service inquiries and elevate when appropriate
Ability to efficiently handle a high volume of requests in a fast paced environment
Be self-motivated and able to work in a strong team and high activity environment.
#J-18808-Ljbffr