on performance. Customer Accounts Advisor Aaron’s Customer Account Advisors serve as coaches to our customer, driving payment... with the product. As a Customer Account Advisor, you will build relationships with our customers over the phone and face...
Position Description: Execute trades for registered representatives. Establish and maintain the accounts... and settlement for brokerage accounts. Communicate deficiencies in account payments, securities deliveries, and/or document...
of existing accounts and client relationships. Conducts cold calls to prospective customers to develop new customer relationships... sales and service in the best interests of the customer. Advises customers on products and strategies that meet...
needs and collaborates cross-functionally for delivery. Builds strong customer relationships, becoming a Trusted Advisor... customer challenges and defining suitable ACI Solutions. This role ensures customers maximize long-term value from ACI...
and authenticate client when processing requests Onboard and maintain client accounts, including collecting client information... orders at the direction of clients and/or Financial Advisor(s), discuss reinvestment options and corporate actions...