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Customer Account Specialist

3 months ago

Southfield, United States Revolution Technologies Full time

C2C candidates or supplier resumes are not permitted.



Official Job Title: Customer Accounts Associate


On-site role for candidates in Southfield, MI (USA).


Rate: $22.50/hour


  • 6-month contract -- potential contract to hire, based on attendance and performance.
  • Training will be done via Zoom.
  • Laptop provided.
  • Will be given the opportunity to work overtime.


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.


3 specific job functions for year-end volume assistance:

  • Moving money between accounts
  • ACH requests
  • Wires


Essential Duties and Responsibilities:

Qualified Charitable Distributions

Tax Withholding Setups

Standing Letters of Authority

Check Stop Pays

Additional upskilling available per department needs


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.


Skills 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.