And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money. SQL skills is a must.

Actively identify and develop new customer contacts to expand market share. Assist customers in solving problems and provide technical support.

Gains and maintenances product knowledge necessary to answer customer questions. Accurate Data entry skills required. Knowledge of Excel and Word.

Working knowledge of multiple human resource disciplines including compensation practices, organizational diagnosis, employee relations, diversity, performance

Answering phone calls, questions, organizing and filing, creating documents and spreadsheets Knowledge of HP Computer, Quickbooks, Word and Creating spreadsheet