- Handle all incoming calls from clients.
- Systematically call/e-mail and schedule clients for ongoing service.
- Prepare birthday cards to send to clients. Coordinates delivery of flowers at client anniversaries.
- Coordinates delivery of meals at client meetings.
Skills: Must be a “people person” and enjoy talking to others while maintaining professionalism. Must be computer savvy and able to monitor several programs operating at one time. Type at 35+ words per minute. Adept at Microsoft word and excel. Proficiency in both written and spoken English is required. Multi-language applications are welcome to apply.
As JD’s Wealth Management Group services high net-worth individuals, job applicants will be tested for drugs and will receive a background check before final hiring. In return, applicants will find they are working with professionals who themselves are ethical and drug-free.
Some knowledge of taxes, finances and investments, is helpful but not mandatory. This position is ideal for a person with a desire to learn more about investments or taxes and is willing to move up and get licensed.
Bu iş için 17 freelancer ortalamada $221 teklif veriyor
i can complete this work with all dedication and zero errors as i have experiance in MNC BPO and also for overseas education so i can manage excel files
Good Day, I have expreiance to handle inbound calls , emails and chat of more then 10 years. i worked with USA's top companies in past. like charter, time warner, comcast for there phone support. Best Regards, Ali