This bingo card has 23 images, a free space and 12 words: 5 Billing specific calls, auto-posting custodian docs, Request to set up a meeting, Red Lines in Fee Calc Report, unclassified securities, Corey Franco calling in for help billing closed accounts, how to upload a fee file, Max Jacobs ticket about the Client Balance Due tab, editing a quarterly report, financial planning fee, Corey Franco follow up call bc he forgot an account the first time and Connor Simios BAA ticket.
Customer Service Bingo | Support Bingo | IA Calls | Billing Bingo | TA Halloween Bingo Contest
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