Employer Industry: Financial Services

Why consider this job opportunity:
- Competitive pay
- Potential for hybrid work after the training period
- Opportunities for professional development and obtaining professional designations
- 401k availability to support your future financial goals
- Supportive and dynamic work environment
- Flexible work-life balance with a commitment of 25-30 hours per week

What to Expect (Job Responsibilities):
- Process New Business applications, including asset transfers, while collaborating with advisors
- Analyze new business submissions and existing changes for effective client segmentation
- Develop and implement a touchpoint calendar to enhance communication and relationship management
- Accurately input client information into the A360 system from new business applications
- Digitize existing client files to streamline access and organization

What is Required (Qualifications):
- Strong attention to detail and organizational skills
- Proficient in data entry and management systems
- Familiarity with client segmentation strategies
- Ability to work independently and collaboratively as part of a team
- Excellent communication skills

How to Stand Out (Preferred Qualifications):
- A Business degree or relevant business experience

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