Jeffrey Witt
Client Support Specialist @Capital Management Group
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WORK HISTORY
Client Support Specialist @Capital Management Group
New York, NY, US
Facilitate client and advisor requests at a high level of production and efficiency.Daily monitoring and handling of investment and insurance issues from top producers, high-net-worth and affluent clients.Field phone calls, email and handle account approvals totaling 40 per day. Logged all inquiries in our CRM (Salesforce) system.Manage seasonal projects including, RMDs, premium payments and IRA contributions.Open brokerage, advisory and annuities. Process digital and paper check deposits and systematic withdrawal plans.Monitor system alerts using Pershing NX360 and LPL Branchnet.
EDUCATION
SUNY Binghamton
Undergraduate
SKILLS
ABOUT JEFFREY WITT
Client Support Specialist at Capital Management Group of New York
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