Identifies client needs and recommends solutions when fraud has been identified. Records data captured during client interactions accurately. Identifies and escalates through appropriate channels for items requiring risk review, exception...
Identifies client needs and recommends solutions when fraud has been identified. Records data captured during client interactions accurately. Identifies and escalates through appropriate channels for items requiring risk review, exception...
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...
Performs onboarding and maintenance of accounts and reviewing required account documentation. Responds to client inquiries via numerous channels to support operational efficiency and quality client service. Performs basic research, follow-up...
Leads the growth of funded loans and revenue, while mitigating risks and adhering to regulatory requirements. Develops, deepens, and sustains relationships with market leadership, Advisors, and clients, while building credibility....
Identifies client needs and recommends solutions when fraud has been identified. Records data captured during client interactions accurately. Identifies and escalates through appropriate channels for items requiring risk review, exception...