Resolve customer inquiries concerning all credit and collections issues in a timely manner. Handle customer inquiries in an environment that requires a high

Experience with virtual tools like Zoom and Teams. Has a tenacious driver building and maintaining a sales pipeline. People with trust issues need not apply.

Answer and screen phone calls and take messages as needed. Scanning, filing, and data entry. Collect and distribute mail, route messages, and set up

Bachelors degree in a relevant field, such as social work, psychology, or other human services. The Lead Recipient Rights Special acts as a regulatory officer

And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money.