Client Retention Executive
Compass Financial Solutions
Total des années d'expérience :3 years, 1 Mois
Efficiently coordinated with multiple clients and involved in various promotional roles
Clients portfolio management
Managed high volume of clients
Coordinating with principal insurance companies
Efficiently coordinated with multiple clients and involved in various promotional roles
Clients portfolio management
Supportive in all aspects to the Financial Advisor
Managed high volume of clients