Monitors and proactively communicates on-going issues that impact customer satisfaction and helps ensure timely resolution.
March 10, 2021
Prepare and ensure new business paperwork successfully submitted which includes preparing forms, obtain appropriate signatures, prepare documentation to send to home office, track new insurance applications and coordinate rollovers.
February 21, 2021
Actively supports our CO-OP culture and embraces our core values of Work as Partners, Communicate Openly and Honestly, Demonstrate Excellence and Champion Change in all interactions.
February 03, 2021
Assisting clients and the wealth management team with preparation of account applications, asset-transfer forms, and client-specific requests at various custodians (.
January 19, 2021
Works within matrix cross-functional teams to sustain and improve internal processes and procedures.
January 16, 2021
Build solid working relationships with team members, acting as a resource for others whenever possible.
December 27, 2020
Manages a large amount of inbound calls or chats in a timely manner related to at least five major areas of the eMoney platform.
December 07, 2020
Demonstrate service delivery excellence by fielding client calls, supporting product transactions, answering questions and finding resolutions to service related issues.
November 30, 2020
Understand client issues, be responsible for providing timely follow-up to clients and be accountable for client satisfaction through the ownership of the problem.
October 24, 2020
Provide general administrative duties such as answering the advisors phone, processing expense management reports, prepare routine client correspondence, support for closes, set up of client files, copy and new business correspondence and alerts.
October 10, 2020