Ladysmith Branch 7349 Ladysmith Road Ladysmith, VA 22546, USA Ladysmith Branch 7349 Ladysmith Road Ladysmith, VA 22546, USA The position is an all-encompassing role which requires the teammate to deliver best in class customer experience, sales/service
KEY RESPONSIBILITIES Client Services Provide professional and efficient client service on behalf of the Financial Planning Partner. Act as a primary point of contact for clients and ensure client requirements are followed up and resolved. Implement