Servicing and advising clients relative to their wealth management, investment, and financial planning needs. CFP or CFA designation (preferred).
Primary point of contact for all incoming calls to Hester & Cook (Wholesale, Retail & Online). Order fulfillment for all Hester & Cook wholesale customers.
Project Stakeholder Management : identify all people or organizations impacted by the project, analyzing stakeholder expectations and impact on the project, and
Provide input on sales forecast and focus on achieving sales targets. Conduct sales calls, including cold calls to support sales and raise awareness of the
In this role, you will be responsible for 1st and 2nd level end user support. Resolve daily incidents & service requests within SLA.