Vacancy caducado!
Client Associate - RMA TeamGlobal Wealth Management FirmNashville, TN - remote until further noticeLong term contractYour roleAre you truly service oriented? Do you know how to take care of people?We're looking for a Customer Service Representative to:Interact with customers to provide information in response to inquiries about products and services and to handle and resolve complaints.Education/Experience
- Bachelor's degree preferred
- Customer service required.
- Experience in the Financial Services or Brokerage industry - preferred
- Proficient in basic mathematical skills
- Strong Verbal and written communication skills, attention to detail, customer service skills and interpersonal skills; strong verbal communications skills using the phone
- Ability to sustain long-term relationships with internal and external clients
- Ability to work independently and manage one's time
- Ability to accurately document and record customer/client information
- Previous experience with computer applications, such as MS Outlook or data entry software (Typically required)
- Respond to inquiries from the firm's branches/clients regarding the account opening and maintenance process, including client verification and forms approval in a timely and efficient manner.
- Learn basic Legal and Compliance knowledge around the account process.
- Proactively track service issues and escalate them to product areas for resolution.
- Occasional weekend work may be required from time to time
Vacancy caducado!