Investment Associate, Retail

KeyBank
Published
June 4, 2021
Location
Indianapolis, IN
Category
Job Type

Description

65 or 66 and state life and health insurance license. Assisting with obtaining new account and customer maintenance forms, establishing new accounts, customer account servicing, processing estate account requests, researching problems, preparing and editing correspondence, obtaining proper approval on correspondence, record keeping, heavy order entry, and client contact....

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