Job Duty Responsibilities: Identify customers' needs and match their needs with appropriate products and services including insurance and investment products Build long-term relationship to high net wealth client Provide financial solutio...
computerized financial information. Maintain accurate electronic spreadsheets for financial and accounting data. Classify, code...
for financial and accounting data. Classify, code, and summarize numerical and financial data to compile and keep financial records...
and classify issues as local or core Confident/Professional communication skills with business users...