Inbound/Outbound Calls Answering approximately 50 inbound calls a day to handle customer questions regarding their collateral assets. Follows up on unsecured assets to ensure liens are properly secured. Approximately 50 outbound calls per day. Titling Ensures liens are properly added to title transactions. Follows up with customers, vendors, and the DMV when needed in ord

Work involves extensive communication including, but not limited to, verbal, written and electronic, interaction, and collaboration with people on a daily basis in order to provide exemplary service. Meet and profile prospective clients, review investment goals, prepare presentations, recommend investment products, follow up on client contacts, and help customers meet the

As a Client Success Manager on our Client Services team, you will be focused on managing and developing an assigned portfolio of existing accounts to achieve revenue targets and ensure client satisfaction. This role will be responsible for designing and implementing strategic plans for account growth while managing the day to day operations of their client portfolio. This

Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications a

Your Future Team Vigilant Wealth Management is a private wealth management firm focusing on progressive investment and wealth planning solutions that are tailored to the unique needs of each client. We guide our clients in managing their wealth in such a way that it helps positively impact their lives and the lives of future generations. Investment Style We are looking fo