Transferring calls
Early 2000s music
Problem Resolution
Beneficiaries T/F
RTO
100

Is there a way to check wait times in the call queue?

 WHAT IS YES

100

How in love was Beyonce?

WHAT IS DANGEROUSLY IN LOVE

100

What is the first page to visit when you need help with a process?

WHAT IS Standard Work

100

Joint accounts are allowed to have Beneficiaries

False

NO JOINT ACCOUNT CAN HAVE BENEFICIARIES

100

With the new hybrid model, what day(s) are crew required to be in the office?

WHAT IS TUESDAY,WEDNESDAY, THURSDAY

200

The correct department for money movement

WHAT IS INVESTMENTS?

200

At 7 o'clock where was Usher?

WHAT IS IN HIS DROP TOP

200

In order to reach out to JSS, you must submit your chat request in the form of a _______________

WHAT IS TEMPLATE?

200

Full Agents are permitted to modify TOD plans

True

200

What vaccination is currently required to return to office?

WHAT IS COVID-19

300

Where can you find various journeys while using JOBS TOOL?

WHAT IS "Search JOBS"

WHAT IS "Call Segment"

WHAT IS "Call Type"

300

What did Eminem decide to clean the night he made his mother cry?

WHAT IS HIS CLOSET

song "Cleanin Out My Closet"

300

With infowave, you can use this feature to access enhanced search features

WHAT IS SEARCH TIPS

300

UTMA/UGMA accounts are the only accounts that are allowed to have 10 beneficiaries as long as it's split evenly.

False


UTMA/UGMA CAN NOT HAVE ANY BENEFICIARIES

300

Name the four Vanguard buildings at the Charlotte Vanguard campus

WHAT IS 

1.) One North Falls

2.) Two North Falls

3.) One Water Plaza

4.) Two Water Ridge Plaza

400

Another Phrase for JOBS TOOL

WHAT IS JOURNEY OWNERSHIP GUIDE?

400

Who won the first American Idol?

WHO IS KELLY CLARKSON

400

The time frame for a supervisor to return a client's elevated call

WHAT IS 24-48 HOURS

400

Retirement and Nonretirement are required to have Per Stirpes

False


NON RETIREMENT CAN NOT HAVE PER STIRPES

400

All lost and found items should be reported to this agency immediately

WHAT IS Global Security

500

How long do you have to wait during a transfer to client care

WHAT IS WAIT UNTIL THEY ANSWER

500

What girl group encouraged women to leave their spouses at home so they could party at the club?

WHAT IS DESTINY'S CHILD

song: "Jumpin' Jumpin'"

500

How many steps in the Foundational Services Step Up Model

WHAT IS 6 STEPS

500

IRA account holders may establish/edit Beneficiaries over the phone

True

500

The gym's office hours are from 

WHAT IS 6am-4pm

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