Wbs Registered Client Assoc 1 Job in Encino, California US

Wbs Registered Client Assoc 1Assists financial consultants and financial advisors by providing sales and servicing support. Duties may include: opening accounts and processing paperwork; working with internal departments and/or directly with the client in solving service/operational issues, answering or providing information regarding procedural/sales questions, and processing client service requests (address changes, statement copies, etc.); processing the movement of funds and equities; scheduling appointments for new and existing clients; monitoring and tracking referrals and sales results; Read more […]

February 21, 2010 • Tags: , • Posted in: General • Comments Off on Wbs Registered Client Assoc 1 Job in Encino, California US