Job Details

ID #53512101
State South Carolina
City Greenville / upstate
Full-time
Salary USD TBD TBD
Source Kincaid Retirement & Wealth Management, LLC
Showed 2025-02-23
Date 2025-02-23
Deadline 2025-04-24
Category Customer service
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Client Services Coordinator

South Carolina, Greenville / upstate, 29601 Greenville / upstate USA

Vacancy expired!

business

All applications/paperwork for new accounts

All service request paperwork (withdrawals, transfers, MoneyLink, start income monthly AUM out report in Orion

Answer phones and provide customer service needed or refer action to Team

Order Supplies: FSI/

Vacancy expired!

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