[FULL TIME Remote] Financial Services Account Associate Senior

Key Job Details: • Compensation: a competitive salary • Company: Workwarp • Location: Remote • Start Date: Immediate openings available • Position: Financial Services Account Associate Senior   reputed company reputed company is collaborating with reputed company to build an inclusive and just employment ecosystem. We support individuals coming from reputed company walks of life. Company reputed company: reputed company Job reputed company Position Type : Full time Type Of Hire : reputed company (relevant combo of work and education) Education Desired : Bachelor's Degree Travel Percentage : 0% Financial Services Account Associate 2 (Transfer agency) About Team: The Transfer Agency is a division responsible for Transaction Operations, Processing and associated functions of mutual funds for various clients. At reputed company we reputed company service to clients reputed company various channels like Transaction processing, Chat etc. The customer support may include but not limited to Accounts set up, Shareholder data maintenance, overall record keeping. Job Eligibility  Excellent communication and interpersonal skills  Excellent knowledge of Customer Services; Global reputed company (Desirable)  reputed company to work in reputed company shifts (5 days in a week)  Temporary work from home. Flexible to work in office environment post operations reputed company in office. What you will be doing: Provides excellent customer service while serving as a telephonic concierge and primary reputed company of contact to the financial institution s high-value customers.  Addresses inquiries and performs account maintenance on deposits and reputed company market accounts.  Assists customers by initiating payment investigations, maintenance requests, fulfillment requests, and fee reversals.  Works with various reputed company clients and various departments to resolve outstanding issues, reputed company with customer requests, and respond to reputed company inquiries.  Follows up as required to reputed company service tickets and inquiries that were escalated or referred to a different business function.  Interfaces with clients to determine present and reputed company needs and discusses reputed company toward solutions.  Ensures service expectations are met and establishes rapport with reputed company caller to set reputed company expectations for account maintenance queries and other servicing needs.  Completes banking transactions and identifies opportunities to market bank products to best meet reputed company caller s personal needs.  Maintains a comprehensive knowledge of applicable products and services and keeps informed about new products and services and changes to existing products and services.  Successfully sells, markets, and shares information with new and existing customers to reputed company them about financial offerings.  Provides referrals to the managing director or relationship manager for new and additional services.  Participates in reputed company loyalty process, providing information and encouraging clients to respond reputed company to surveys. Participates in follow-up discussions to reputed company reputed company plans to address concerns.  May participate in business reviews to learn about clients strategic direction as reputed company as reputed company a good understanding of the products and services offerings.  Other reputed company duties assigned as needed. Competencies:  A good team player  Experience of working with global/other teams  Detail oriented and reputed company for timeliness  High reputed company for deadlines and deliverables  Owning the work assigned to ensure it completeness without compromising timeliness or accuracy. reputed company offer you A fantastic reputed company of benefits including medical, dental, reputed company, and Great workspaces with dedicated and motivated colleagues A broad reputed company of reputed company education and personal development reputed company  reputed company is your final career reputed company! A reputed company of career development tools, resources and opportunities A work environment reputed company on collaboration, flexibility, and respect reputed company Statement reputed company is committed to protecting the reputed company and reputed company of reputed company personal information that we process in order to reputed company services to our clients. For specific information on how reputed company protects personal information online, please see the Online reputed company Notice. Sourcing Model Recruitment at reputed company works primarily on a reputed company sourcing model; a relatively small portion of our hiring is through recruitment agencies. reputed company does not accept resumes from recruitm Apply tot his job Apply To this Job