“Client Relations Manager Salary”

747 Search Results

747 Search Results

Guide to Check Verification

Guide to Check Verification

https://www.sofi.com/learn/content/how-to-verify-a-check/

…a check and tell the new employer to use the money to purchase gift cards, supplies, or equipment for the client. After the scammer receives the gift card PIN, they…


A Guide to Financial Securities Licenses

A Guide to Financial Securities Licenses

https://www.sofi.com/learn/content/financial-securities-licenses/

…financial professionals to offer a range of financial products and services to clients. •   The North American Securities Administrators Association (NASAA) is responsible for licensing investment advisor firms and enforcing…


What Is Portfolio Margin?

What Is Portfolio Margin?

https://www.sofi.com/learn/content/what-is-portfolio-margin/

…is not the same as a client’s margin account). If the account goes below this, they may lose their active trading positions and the ability to trade on margin. •  …


Real Estate Whisper Listings: The New Secret to Home Buying?

Real Estate Whisper Listings: The New Secret to Home Buying?

https://www.sofi.com/learn/content/whisper-listings-real-estate/

…with their clients. Listing agents can also take advantage of the one-business-day grace period to promote the property to a select clientele. The policy is that “within one business day…


Bank Account Application Denied? What It Means to Be 'Blacklisted' and What to Do

Bank Account Application Denied? What It Means to Be ‘Blacklisted’ and What to Do

https://www.sofi.com/learn/content/how-to-get-a-bank-account-after-being-blacklisted/

…financial institution determines independently how much risk is acceptable when deciding to open a new account for a client. But if your score is in the lower range, you should…


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