Work within our CRM to keep customer information detailed and organized. Gather customer feedback throughout different channels and communicate to appropriate…
Working from home or presenting to client families in the field, the Pre-Planning Advisor (PPA) is a self-starter expected to achieve their quota (pacesetter)…
Minimum of two years customer service and client relationship management experience. Work side by side with financial advisors that have a direct impact on our…
Computer skills and customer service attitude is critical. Federal Work Study student workers assist various departments per the approved positions below.
Serve as advisor on potential opportunities or hazards that affect the ability to meet goals. Ability to communicate with tact and diplomacy with both internal…
Prepare customer loan and DMV documents prior to delivery appointment and confirm accuracy. Work closely with other employees to ensure smooth transitions for…
