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À propos de moi
Pass the NISM-Series V-A: Mutual Fund Distributors certification examination
Provided professional customer/staff support over the phone.
Maintained good customer service relationship.
Analyzed situations to provide the best information.
Process networking and broker/dealer change requests
Providing tax information for the firm’s financial statements
Review, approve, and process transactions and activity while adhering to strict deadlines to prevent market exposure and loss potential to clients, Reps, or Baird
Identify opportunities and make recommendations for process or policy changes to mit... Plus d’infos