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Td Bank Executive Administrative Assistant III US United States, Florida, Fort Lauderdale
Coordinates and facilitates high-level executive functions with wide latitude for independent judgment. Schedules appointments and coordinates arrangements for meetings, conferences and travel itineraries. Performs a variety of duties to conserve...
Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings. Ensures timeliness, accuracy, and completeness in client materials and follows...
Works with clients to build and deepen relationships by uncovering financial needs and recommending the best products, services, and solutions to meet those needs. Responds to customer inquiries and concerns,...
::This job is responsible for providing prospects and self directed investors with financial assistance by identifying broader product and service solutions that meet their investment and saving needs. Key responsibilities...
Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings. Ensures timeliness, accuracy, and completeness in client materials and follows...
Navigates through multiple applications, systems, tools, and resources to clearly articulate complete and accurate information on client inquiries around retail, retirement, and brokerage account information. Handles escalated and complex inquiries...
Identifies clients’ needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams. Receives training through the licensing/study program, ultimately earning SIE, S7...
Coordinates and facilitates high-level executive functions with wide latitude for independent judgment. Schedules appointments and coordinates arrangements for meetings, conferences and travel itineraries. Performs a variety of duties to conserve...
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