What are the responsibilities and job description for the Financial Services Coordinator position at Merchants Bank?
Job Overview
As a Financial Services Coordinator at Merchants Bank, you will serve as an integral part of the Investment Executive team. Your primary responsibility will be to provide administrative support and sales assistance, ensuring seamless daily operations within the office. This role requires regular interaction with customers via phone or in-person conversations.
Duties and Responsibilities:
As a Financial Services Coordinator at Merchants Bank, you will serve as an integral part of the Investment Executive team. Your primary responsibility will be to provide administrative support and sales assistance, ensuring seamless daily operations within the office. This role requires regular interaction with customers via phone or in-person conversations.
Duties and Responsibilities:
- Establish brokerage accounts for customers.
- Work with mutual funds and investment insurance products.
- Perform various administrative tasks.
- Contribute to sales and marketing efforts.
- Interact with customers and bank employees.
