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Requisition ID: 146935 Work Area: Information Technology Expected Travel: 0 – 10% Career Status: Professional Employment Type: Regular Full Time COMPANY DESCRIPTION As market leader in enterprise application software, SAP helps companies of all sizes and industries innovate through simplification. From the back office to the boardroom, warehouse to storefront, on premise to cloud, desktop […]

Requisition ID: 146935 Work Area: Information Technology Expected Travel: 0 – 10% Career Status: Professional Employment Type: Regular Full Time COMPANY DESCRIPTION As market leader in enterprise application software, SAP helps companies of all sizes and industries innovate through simplification. From the back office to the boardroom, warehouse to storefront, on premise to cloud, desktop […]

Requisition ID: 146935 Work Area: Information Technology Expected Travel: 0 – 10% Career Status: Professional Employment Type: Regular Full Time COMPANY DESCRIPTION As market leader in enterprise application software, SAP helps companies of all sizes and industries innovate through simplification. From the back office to the boardroom, warehouse to storefront, on premise to cloud, desktop […]

Support clients as directed by the financial advisor, maintain records and perform office administration functions in this part-time position. Must have superb customer service abilities, critical thinking skills, and proficient communication skills.

Support and work with the financial advisor by managing calendar and coordinating/preparing for events and client appointments. Work to increase branch efficiency by adapting to new tools, maintaining accurate records. Part-time position.

Support clients, build relationships, and assist the financial advisor as needed with office functions. Part-time, entry-level role. Excellent customer service skills are required, along with detail-oriented abilities and strong communication skills.

Position is part-time. Must have excellent customer service skills and has ability to adjust as needed.Prepare reports for appointments, updates data for clients and prospects, set appointments and will organize the financial advisors schedule.

Full-time, short-term role. Needs four years’ account management experience and experience writing account plans. Build relationships with new clients, achieve trusted advisor status, manage multiple projects across several clients and meet deadline.