Investor Specialist - Greater St. Louis
Only for registered members Greater St. Louis, United States
1 month ago
Job summary
The InvestorThis individual will focus on the customer experience; providing a service level that exceeds client expectations and has a genuine desire to build and maintain positive client relationships.
Responsibilities
- Manage and prioritize outbound and inbound calls focusing on new client acquisition, cross-selling company products, and providing personalized attention to existing key investors.
- Build relationships with field staff to gain confidence in the handoff of prospects.
Job description
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