... inbound Wealth Management general line and follows up on incoming sales leads. Maintains accurate customer database by creating and updating customer profiles in Salesforce. Assists on company projects related to ...

... processes and metrics to monitor and improve customer service, quality, turnaround time and productivity ... and training. Provide regular status updates and reports to Manager. What You'll Bring Bachelor ...

... attitude and providing exemplary internal and external customer service. Must be able to keep up in a fast ... . Strong communication skills, both verbal and written Customer service orientation Standard MS skill set ...

... internal and external customer service. Must be able to keep up in a fast-paced, deadline-driven ... verbal and written Customer service orient tion Standard MS skill set Proficient with company operating ...

... attitude and providing exemplary internal and external customer service. Must be able to keep up in a fast ... . Strong communication skills, both verbal and written Customer service orientation Standard MS skill set ...