as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate... manage and grow their business. Demonstrate a client first approach as you meet compliance standards, research and resolve...
(e.g., account status, address change requests, password resets, update member files, etc.) Assist in responding to client... inquiries through various media channels; verify Customer Personal Identity (CPI) during client interaction Execute first call...
Analyst and collect data on the client’s progress. The BT must be able to work cooperatively with team members and maintain... DUTIES AND RESPONSIBILITIES: Direct Treatment (client face-to-face hours, 25 – 35 hours/ week): Implementation...