Job description

• Serves as a subject matter expert and point of contact via inbound calls for branch personnel in regard to client onboarding and account maintenance.
• Field questions related to, but not limited to document processing (status of documents, review, and document updates) and general account maintenance including account opening, navigation and modification.
• Versed in procedures and policies to ensure that accounts are compliant with the USA Patriot Act.
• Engage internal clients via both inbound and outbound phone calls.
• Act as initial and ongoing support during account opening and the lifecycle of an account.
• Providing world-class service to internal clients.
• Build relationships with internal clients while providing solutions that adhere to internal policies and procedures.
• Address issues promptly and effectively.

Qualifications

• College degree preferred
• Possess general knowledge of financial markets
• Customer Service experience preferred.
• Must be willing to work in an environment that requires 100% phone-based internal client interaction.
• Strong phone-based and written communication skills with individuals at all levels, internally and externally.
• Exude confidence with internal clients when providing solutions.
• Exceptional critical thinking skills.
• Proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint.

Job Type: Contract

Salary: $21.00 per hour

Benefits:

• 401(k)
• Dental insurance
• Flexible schedule
• Health insurance
• Vision insurance

Schedule:

• Monday to Friday

Work Location: Multiple Locations

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