• Brokerage Regional Support

    Truist (Fort Myers, FL)
    …Responsible for the supervision of Client Service Associates, including their sales support processes and activities. Develop plans and processes in conjunction with ... Wealth Brokerage sales leaders to ensure the service provided by...impacts to the Financial Advisor to ensure appropriate sales support processes are updated and implemented. ESSENTIAL DUTIES AND… more
    Truist (10/17/24)
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