- Kestra Financial (Bellaire, TX)
- …communication skills * Ability to prioritize tasks and meet deadlines * Strong client service orientation * Outgoing, friendly personality a plus * Familiarity ... . Process distributions, Roth conversions, and other transactions. . Respond to client inquiries. . Scheduling meetings with clients. . Assist clients with website… more
- DA Davidson Companies (Missoula, MT)
- …Firm's desktop systems and applications and the relatedfunctionality as it applies to client service and business enhancement.* Perform any other duties and ... to work in a computerized environment.* Follow policies and procedures. Maintain client confidentiality.* Communicate in a clear and service oriented manner.… more