Wealth Management Customer Service Specialist

Provide your expertise to financial professionals and Clients in the review of documents being submitted for processing and provide instruction to ensure accurate completion of all applicable sections.Accurately answer and research/resolve enquiries.
Date Posted: 09/11/23
Remote Work Level: 100% Remote
Location: US National
Job Type: Employee
Job Schedule: Full-Time
Career Level: Experienced
Travel Required: No
Company Accolades: Employer is a Fortune 500 Company Employer named by Forbes and Statista as one of America's Best Employers for Diversity. A Training Magazine Top 125 for successful learning and development programs. The Human Rights Campaign named this employer as one of the Best Places to Work.
Categories: Accounting & Finance, Call Center, Inbound Call, Customer Service, Insurance
Company: Company name here
Benefits: Other benefits listed here

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