Operations Associate - Financial Services - Grow With Us (#16351535) - Montvale, NJ
2 weeks ago
Job summary
We are looking for someone with smarts, a client service mindset and a can do attitude to join and grow with our highly rated team.
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Responsibilities
- Answer client questions about the Self Directed IRA process in an engaging manner.
- Conduct timely follow up with clients and guide them in the transfer process.
Job description
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