Castro Valley (East Bay), California19 days ago
Performs service duties for representative, which may include monitoring assigned representatives’ emails and voicemails for follow up items, which may include prioritizing emails and voice mails, scheduling related appointments, and/or conducting the necessary follow up to the emails or voice mails. Listens effectively and empathetically to Financial Advisor, prospects, and clients, gathering facts, making written notes when appropriate, and analyzing total needs of the client or representative.