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Are you known for your outgoing personality and have the ability to relate easily to others? Do you give 110% customer service every day? Looking for an entry level position within the Financial Service Industry?! You might be looking at your next career!
We are looking for a Service Team Specialist who needs to provide superior service to our clients and acts as the first point of contact for the investment representatives and clients.
What does this role do?
Fields calls from investment representatives and clients from across country; answers questions and provides service on existing accounts, including billing inquiries, paperwork requirement inquiries
Processes service related items such as address changes, distributions, systematic withdraws and purchases
Researches and responds to client issues related to cost basis information, cashiering functions, letters of authorization, powers of attorney, product knowledge support, tax reporting issues, and alternative investments
Promotes client retention and identifies opportunities to build existing relationships by providing recommendation to increase operational efficiencies within client firm’s back office
Promotes website education and usage in a consultative and resourceful manner
Completes verification and quality review reports to ensure the accurate processing of client and advisor requests
What skills should you have?
Ability to quickly develop a full understanding in New Accounts, Transfer of Assets, Cashiering, and Account maintenance processing
Ability to speak with customers over the phone, assess their needs, research information on the computer and provide clients with options at one time
Ability to react well under pressure and manage difficult or emotional customer situations
What education and experience is needed?
Minimum of an Associate’s Degree in Finance, Economics, Business Administration or related field required; Bachelor’s Degree preferred
Minimum of 1-3 years of customer service experience required
Experience working in insurance, banking, or financial services industry preferred
Series 65 license preferred
Also enjoy; day one benefits, 3 weeks PTO, a business casual dress code, on-site work out facility, direct access to Zornisky Lake, walking distances to Scooters, Chick-fil-A, Chipotle and more! Apply now to get started!
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