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Customer Accounts Associate

3 months ago


Southfield, United States Revolution Technologies Full time

Job Title: Customer Accounts Associate

Pay:$22.50/h

Temporary to permanent role


40 hours a week

Contact to hire (conversion to permanent is contingent on performance and attendance)



Department: Customer Accounts-Margins

Job Category: Accounting/Finance/Risk/Audit

Full time onsite role

Opportunity for conversion based on attendance and performance Laptop provided


Specific job functions for year end volume assistance


Qualified Charitable Distributions

Tax Withholding Setups

Standling Letters of Authority

Check Stop Pays

Additional upskilling available per department needs


Job Summary:

Serves as the agent between Branches and the Home Office in call center environment

Reviews, updates, maintains, and services accounts

Protects the Firm, Financial Advisor (FA's), and the client by enforcing collection procedures, policies, regulations, and monitoring activity in accounts, while providing superior service.

Department is in need of assistance for year end volumes including working through Money Movement requests and related items.


Skills: Attention to detail, quality focus, strong communication, ability to multi-task in fast paced environment and computer literacy


MS Office Applications – Outlook, Word, Excel, etc. and 1-2 years of banking and/or customer service work experience or college degree are required


Knowledge, Skills, and Abilities:

Knowledge of:


Relevant word processing, database, spreadsheet, and e-mail computer applications to create and/or edit documents, reports, and correspondence.

Compliance, with an eye for situations that could present risk to the firm.



Skill in:


Verbal and written communication skills to interact with all levels of management, other associates and counterparts at other firms.

Servicing a high volume of calls from Financial Advisors and associates while providing excellent customer service (multi-tasking is very important in this role)



Ability to:


Project a professional demeanor to train associates on new duties and tasks.

Work thorough complicated activity

Work independently and in cooperation with supervisor.

Work well under stress created by time deadlines, workflow volume changes, and telephone/associate inquiries.


Keywords:

Education:

Educational/Previous Experience Requirements:


High School Diploma or equivalent.


~or~


Any equivalent combination of education, experience and/or training approved by Human Resources.



Licenses/Certifications:


None required.


Skills and Experience:

Required Skills:

MICROSOFT OFFICE

BANKING

MS OUTLOOK

EXCEL

CUSTOMER ACCOUNTS

Additional Skills:

CUSTOMER SERVICE


Number of positions: 4