Renaissance Financial

About Renaissance FinancialRenaissance Financial is a comprehensive financial services firm with locations in St. Louis Overland Park Omaha Phoenix and Salt Lake City. Our Mission: Using creative business and personal planning we help our clients achieve financial freedom one opportun

About Renaissance FinancialRenaissance Financial is a comprehensive financial services firm with locations in St. Louis Overland Park Omaha Phoenix and Salt Lake City. Our Mission: Using creative business and personal planning we help our clients achieve financial freedom one opportun

About Renaissance Financial Renaissance Financial is a comprehensive financial services firm with locations in St. Louis Overland Park Omaha Phoenix and Salt Lake City. Our Mission: Using creative business and personal planning we help our clients achieve financial freedom one relatio

About Renaissance Financial Renaissance Financial is a comprehensive financial services firm with locations in St. Louis Overland Park Omaha Phoenix and Salt Lake City. Our Mission: Using creative business and personal planning we help our clients achieve financial freedom one relatio

Primary ResponsibilitiesServe as the main point of contact for client and advisor inquiries requests or concerns. Address all matters promptly and effectively striving for timely resolution. Communicate with advisors clients and vendors as needed.Update pan information in Salesforce a

Primary ResponsibilitiesServe as the main point of contact for client and advisor inquiries requests or concerns. Address all matters promptly and effectively striving for timely resolution. Communicate with advisors clients and vendors as needed.Update pan information in Salesforce a

Primary ResponsibilitiesParticipate in weekly meetings with the Advisor to discuss the upcoming weeks appointments and action items to work on.Continue to monitor action items for new client onboarding.Schedule appointments manage annual/semiannual/quarterly review schedule.Handle rou

Primary ResponsibilitiesParticipate in weekly meetings with the Advisor to discuss the upcoming weeks appointments and action items to work on.Continue to monitor action items for new client onboarding.Schedule appointments manage annual/semiannual/quarterly review schedule.Handle rou