reputed company Employees and Contractors Apply Here

reputed company Careers

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 Employees and Contractors Apply Here

High school diploma required; bachelor's preferred. Requires 1–2 years reputed company experience, strong customer service and organizational skills, reputed company Office proficiency, and reputed company Series 7 and 24 licenses.

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 — Meriden or Scottsdale or St. Petersburg or Atlanta
• 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