Customer Service × Recommended Skills: Financial Planning
3 jobs found.
Land and Building Salesperson
A professional who mediates the sale and rental of land and buildings, proposes appropriate properties to customers, and handles contract procedures and important matter explanations.
Insurance Claims Payment Clerk
Clerical role that accepts insurance claims from customers based on insurance contracts, conducts document review and assessment, and handles payment processing.
Recurring Investment Counter Staff
A job that involves selling and consulting on accumulated investment products (such as investment trusts) to customers.