Client Onboarding Specialist is the liaison between new prospects and the advisor, providing excellent individualized client...! Responsibilities Open new investment accounts (assist with client signings) Schedule and confirm client appointments via call...
within the guidelines of the bank’s Policy and Procedures. The CNB Support Specialist is responsible for providing exceptional... calls while taking appropriate action on each call (such as addressing client’s questions, concern, or issues regarding...
The Agency Technology Specialist (ATS) should possess technical expertise accompanied by a positive attitude and great... peripherals for the core office(s). Smooth and effective new agent onboarding – ensuring agents are able to access all MassMutual...