Telecommute Wealth Management Client Advocate

Job is Expired

Location: Nationwide

Compensation: Salary

Staff Reviewed: Wed, Mar 22, 2023

Job Category: Customer Service

Remote Level: 100% Remote

Weekly Hours: Full Time

Employment Status: Permanent

Employer Type: Employer

Career Level: Experienced

Job Summary

A financial services company needs applicants for an opening for a Telecommute Wealth Management Client Advocate.

Must be able to:

Build strong working relationships to address and support client needs
Drive timely resolution of client inquiries and fulfill customized reporting requests
Utilize multiple administrative interfaces to manage inventory

Must meet the following requirements for consideration:

2 years of client service or Group Employee Benefits industry experience
Client-centric enthusiasm and ability to provide best in class service
Adaptability to evolving client and business needs
Excellent verbal and written communication skills.
Strong problem-solving skills to support continuous improvement of client experiences

COMPLETE JOB DESCRIPTION

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Job is Expired

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Telecommute Wealth Management Client Advocate

Job Summary

COMPLETE JOB DESCRIPTION

Company Overview

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