Client Services jobs in Fort Myers, FL
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CLIENT SERVICES ASSOCIATE - INSTITUTIONAL RELATIONSHIP SPECIALIST
Efficiently and proactively manages client and vendor correspondence (incoming calls, emails, chats, and client visits). Answers client and vendor questions regarding financial transactions, including asset purchases, sales, and o...
| Company | Equity Trust |
|---|---|
| Address | Fort Myers, FL |
| Category | Retail |
| Job type | Full-Time |
| Date Posted | 3 days ago See detail |
Client Services Associate - Institutional Relationship Specialist
Equity Trust
Fort Myers, FL
Efficiently and proactively manages client and vendor correspondence (incoming calls, emails, chats, and client visits). Answers client and vendor questions regarding financial transactions, including asset purchases, sales, and o...
3 days ago seen See more...
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Client Service Associate
Wealth Enhancement Group
Fort Myers, FL
Ensures accurate completion of prospect or new client paperwork and account set up. Follow up on funds transfer from surrendering company. Maintains (CRM) database and client files (Filing, copies, data input). Research and follow...
a month ago seen See more...
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