Account Coordinator
Company: ConfidentialCategories: Marketing, Sales
Job description:Our company is a fast growing sales and marketing organization that providing its clients with great solutions and offers its clients financial solutions
Our Account Coordinator will be responsible for:
-Receive in bound calls from individuals and assist them with various financial solutions
-Provide customers with accurate information regarding their current financial situations and current retirerment plan
-Follow up with customers in order to solidify relationships and begin the planning process Job requirements:
-Ability to thrive in a fast-paced, rapidly growing environment
-Demonstrated understanding of best practices in sales and customer service
-Superior communication skills (written and verbal)
-Excellent project management skills
-Proficient PC skills including MS Office Suite
-Bachelor’s Degree preferred
* Stocks and Financial planning experience is a plus
