Description: Key Responsibilities: Lead Screening & Qualification Contact inbound and outbound leads to assess interest and suitability. Ask key questions to determine if leads fit the client profile. Accurately log lead information in the CRM system. ...
24 days ago
Description: Key Responsibilities: Work as part of a professional team in an office-based role. Assist Client Portfolio Managers with investment proposals and portfolio analyses. Contact prospective clients and follow an established on boarding process. ...
24 days ago