• Wealth Market Associate

    KeyBank (Brooklyn, OH)
    …to be done. + System Acumen - Salesforce, Terrapin, M&O, NetX, Money Guide Pro, Lead Management + New Hire onboarding: + Act as liaison between new hire and back ... information needed for licensing/registration. + Act as liaison between Retail and WML to ensure space/office is available for...accounts out of NetX for each branch within new territory . + Separate list into files for review -… more
    KeyBank (03/20/25)
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