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AcceptU

Newton, Massachusetts

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Throughline Guidance

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Wellesley, Massachusetts

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Elite Scholars of China

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USA - MA - Cambridge

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Customer Professional II - Life Events - Remote Available
Serve as first point of contact for advisors, clients, and relationship partners for routine service issues, requests, policies, procedures, and account information. Communicate directly with clients and advisors to research questions, open issue resolution cases, and resolve problems over the phone or notify appropriate service partners. Respond to inquiries with prompt, accurate solutions to transaction/service requests in a fast-paced, customer-focused, team environment. Remote work is considered for qualified candidates Responsibilities Serves as first customer point of contact regarding requirements, case management and guidance for Estate Settlements, Divorces, Beneficiary Changes, and/or Ownership changes. Will assist in troub


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