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The Customer Support Specialist provides technical support for Commercial Card activities, assists customers with inquiries, resolves issues, and processes account maintenance. Responsibilities include managing cases in Salesforce, providing training support, and ensuring high customer service standards.

The Financial Advisor sells investment products to individual investors, manages a client book for recurring revenue, collaborates with the internal team to generate new business, and utilizes digital tools to enhance client experiences.

Support Private Client Advisors in delivering wealth management advisory services to high net worth clients. Responsibilities include meeting client needs, account administration, document review, and identifying opportunities for relationship expansion. Maintain a professional presence and ensure high-quality customer service with minimal supervision.