Ben Scheef
New Account Specialist
- Role
- New Account Specialist at Retirepath Advisors- Thrivent Advisor Network
- Location
- Omaha, NE, US
- LinkedIn followers
- 500 followers
Experience
New Account Specialist
Retirepath Advisors- Thrivent Advisor Network
Feb 2021 — Present · Wahoo, NE, US
Provide real-time support and assist clients in opening new investment accounts• Manage the transfer of assets for clients• Follow up with clients after opening accounts and assist them in contributing money to accounts• Process death claims for Fidelity clients• Monitor compliance for each account and make sure everything is correct• Effectively communicate with clients, prospects, advisors, and team members• Assist clients in completing roll-over calls for 401(k)
Education
Hastings College
Accounting
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