Investment Services Growth & Support Specialist
Teachers Federal Credit Union
Teachers Federal Credit Union seeks an Investment Services Support Specialist to provide sales and business development support for licensed investment product sales reps. The role handles customer service, account changes, help with new accounts, and order processing under licensed reps guidance. Responsibilities include maintaining referrals, coordinating appointments, collaborating on financial plans, and managing multiple CRMs. Strong CRM, Excel, and Office skills are essential.
#J-18808-LjbffrVacancy posted 1 day ago
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