Sales Associate

Recruiter
KMS Financial Services
Location
Fairfield
Salary
Competitive
Posted
Aug 13, 2017
Closes
Aug 15, 2017
Role
Marketing
Industry
Accounting
Employer Type
Direct Employer
Employment Type
Permanent
Hours
Full Time
Manage client data using software such as Redtail and Albridge Reporting Serives
Handling all routine matter regarding client accounts including processing name and address change, new account applications, answering clients questions.Gather innvestment and insurance data to prepare for client meetings.