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NuView clients are charged annual fees to cover the administrative costs for maintaining the account. At times, clients will become delinquent in their payments and as a result NuView must pursue collection action based on the length of delinquency.
NuView IRA is looking for a talented and competitive Inside Sales Representative that thrives in a fast paced environment. The successful candidate will play a fundamental role in achieving our ambitious client acquisition and revenue growth objectives. You must be comfortable making dozens of calls per day, working with referral partners, generating interest, qualifying prospects and closing sales.
NuView clients execute transactions/requests on a periodic basis, buying and selling assets through their Self-Directed retirement account. Our 4 investment processing teams handle the various client requests at throughout a client’s course of account management. This position will provide support to the Senior Processors on these teams. The responsibilities include: basic document review, check identification and data entry, client account updates, communicate with client about paperwork deficiencies.
The Receptionist will responsibilities include: receive and retrieve mail, print and distribute incoming email, manage priority scanning, mail outgoing checks, log and distribute overnight deliveries, greet clients in the lobby, maintain order of the lobby/ waiting room, maintain all supplies associated with the lobby/waiting room, and more.
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