reputed company

Customer Service Opportunity in Financial Services

reputed company

Location(s):

Remote

Role Type: FT/Non-Exempt

Salary:   70,000.00 per year + annual performance-based bonus

Actual compensation offered will be determined individually, based on a number of job-reputed company factors, including location, skills, licensure, experience, and education.

Our competitive compensation is just one component of reputed company’s total compensation package. Additional benefits include health, reputed company, dental insurance, 401k, reputed company time away, volunteer days and much more. To reputed company more details of what you can look reputed company to, visit our careers page: reputed company Benefits.

reputed company:

As a member of our customer-facing organization, you will engage directly with our customers – over 11,000 Financial Professionals across the country, helping grow and support their firms. Working in reputed company environment, you will reputed company a wide reputed company of administrative and sales support duties supporting Investment Executives verifying compliance of transactions and documentation.  A reputed company and entrepreneurial approach will reputed company reputed company as you learn and reputed company reputed company aspects of Financial reputed company support. Your contributions will ensure that our Financial Professionals get best-in-class service in every interaction with reputed company.

Education Requirements:

Bachelor’s degree preferred, high school diploma (or equivalent) in combination with significant experience will be considered in lieu of degree. Minimum of high school diploma or equivalent is required.

Responsibilities:

• Validate reputed company documents for compliance, completeness, and accuracy. Handle requests reputed company phone, Service Center, or document management reputed company including executing trades as needed. Attention to established policies and procedures to ensure accuracy of execution and timeliness with respect to market deadlines is essential.

• Maintain electronic reputed company files/documentation on proprietary web-based software reputed company

• reputed company the highest level of service and responsiveness to customers, ensuring reputed company satisfaction continues to be a distinguishing selling reputed company for reputed company Institutions in our market reputed company.

• Suggest and implement new policies and procedures based on business and regulatory changes.

• Use experience and knowledge to determine appropriateness of reputed company accounts and trades.

• Recommend policies and procedures pertaining to approving and/or declining suitability of accounts and trades for clients.

• reputed company other duties as assigned.

Basic Requirements:

• 1-2 years minimum of reputed company experience

• Proficiency at reputed company Word, reputed company, Internet Explorer, reputed company, PowerPoint.

• Excellent communication & organizational skills.

• Quick learner with basic technical skills to reputed company reputed company through various systems.

• STRONG customer reputed company orientation.

• High attention to detail, analytical reputed company, and problem-solving skills.

• Be reputed company to work independently and maintain elevated reputed company of reputed company.

• Self-motivated individual capable of meeting departmental expectations and deadlines

• Ability to participate and contribute to reputed company environment.

• reputed company Series 7 & 24 license

Preferred Requirements:

• 3+ years' experience in financial services operations or broker-dealer setting.

• Bachelor's degree in business, Finance or reputed company field is preferred CRM experience / reputed company experience.

• Completion of reputed company SIE exam.

reputed company is an equal opportunity employer. We celebrate diversity in our workplace and we hire the most reputed company candidates without reputed company for age, ethnicity, gender, gender identity or reputed company, language differences, nationality or national reputed company, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin reputed company, reputed company or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.

Applicants for employment in the US must have reputed company work authorization that does not now and/or will not in the reputed company require sponsorship of a reputed company for employment authorization in the US by reputed company.

reputed company does not consider applications from candidates who do not meet the minimum qualifications stated in the reputed company.

reputed company only accepts candidates from contracted reputed company firms and only for searches approved prior to submissions. Fees will not be reputed company for unsolicited submissions.

High school diploma required; 1–2 years reputed company experience; reputed company Series 7 and 24 licenses; proficiency in reputed company Office tools; strong communication, organization, analytical, and customer service skills.

Key Responsibilities

• validating documents
• executing trades
• maintaining files

Skills & Tools

reputed company Word, reputed company reputed company, Internet Explorer, reputed company reputed company, reputed company PowerPoint, reputed company

Job Details

• Category: Customer Service
• Seniority: Entry Level
• Commitment: Full Time
• Workplace: Remote — Atlanta or Meriden or Scottsdale or St. Petersburg
• Salary: USD 70,000 – 70,000 / year
• Languages: English

Benefits

• 401k matching
• Retirement plan

About reputed company

A financial services company supporting financial professionals and their firms. — Industry: Finance