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Customer Accounts Associate

3 months ago

Memphis, United States Revolution Technologies Full time

Temp to perm

Full time hours + medical insurance, sick time


Preliminary dates: of the contract to hire:

Start: 08/19/2024

End: 01/31/2025


Department: Customer Accounts-Margins

Job Category: Accounting/Finance/Risk/Audit Job Title: Customer Accounts Associate


Duties: Full time onsite role for candidates local to the Memphis, Tennessee area

Opportunity for conversion to permanent contingent on attendance and performance

Laptop provided


Specific job functions for year end volume assistance:


Qualified Charitable Distributions

Tax Withholding Setups

Standing Letters of Authority

Check Stop Pays

Additional upskilling available per department needs


Training will be done via zoom for Memphis with other SMEs.

Temps will be given the opportunity to work overtime.

Full time Conversion is possible based on performance and department availability


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 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


Skilled 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



Education:


High School Diploma; college degree preferred


~or~


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





Required Skills:

MICROSOFT OFFICE

BANKING

MS OUTLOOK

EXCEL

CUSTOMER ACCOUNTS

Additional Skills:

CUSTOMER SERVICE

Languages:

English

Read

Write

Speak


# of Positions: 4


Location:

Memphis, TN



Schedule:

Start Date: 08/19/2024

Estimated End Date: 01/31/2025

Hours Per Week: 40.00