Concierge Agent
External$60K–$65K/yrFull-timeOn-siteToday
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About the role
Serve as primary contact for new and existing customers, providing white-glove support for account opening, funding, access issues, and product guidance. Build rapport, troubleshoot complex issues, document interactions, collaborate internally, and obtain required FINRA/state licenses within the timeline to deliver a world-class customer experience.
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Company Intel
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