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Fintech • Insurance • Payments • Social Impact • Financial Services
The role involves sourcing new business for 1031 exchange services, building relationships with clients, and leveraging industry knowledge to ensure customer satisfaction and develop presentations for attorneys and real estate professionals.
Fintech • Insurance • Payments • Social Impact • Financial Services
Responsible for developing client relationships and generating deposits, while providing exceptional client service and managing a book of business.
Top Skills:
Banking Applications
Fintech • Insurance • Payments • Social Impact • Financial Services
The Private Banking Account Executive will develop private client relationships, provide exceptional client service, and manage a book of high-net-worth clients in a team-oriented environment.
Top Skills:
Banking Applications
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