Responsible for generating, sending to customers and gathering required documents for creating new accounts.
- Must have strong verbal and written skills. Ability to communicate clearly and effectively with customer via phone and email.
- Strong organizational and follow-up skills. Ability to track multiple projects and customer contacts.
- Experience with tasks relation to attention to detail
- Familiar with SalesForce/CRM software is a positive.
- Familiar with using Adobe Acrobat is a strong positive.
- Experience using Microsoft Excel is a strong positive.