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Client Service Associate

2 months ago

Fredericksburg, United States Revolution Technologies Full time

Temporary to Permanent

Pay: $21 per hour

Duties: Temporary assignment (~16 hours a week with opportunity for extension/becoming permanent)

Preferably Mondays and Fridays 8 hour days, but the schedule is flexible and negotiable.

Only for locals in Fredericksburg, VA.


Part-time - Branch is looking for someone to work 8 hours on Mondays and Fridays, but schedule is negotiable.

Front Desk Role- Must be highly professional


  • Under direct supervision, uses intermediate skills obtained through experience and training to assist Financial Advisors and provide clients with quality service
  • Follows established procedures to perform routine tasks and receives general guidance and direction to perform a variety of non-routine tasks with limited decision making responsibility
  • Routine contact with internal and external customers is required to obtain, clarify or provide facts and information
  • Answers calls and questions from Financial Advisors (FA's) and Sales Assistants (SA's) related to account opening and maintenance
  • Via department workflows, enforces documentation requirements of clients and accounts to meet industry policies and regulations, including Anti-Money Laundering and Know Your Client
  • Reviews standard issues, analyzes and interprets data and determines appropriate corrective action
  • Processes various basic department related reports and contacts FA's and SA's to resolve account issues
  • Supports and complies with established policies and procedures
  • May recommend suggestions to improve workflows, policies, and procedures
  • Contributes to department projects, documentation, general analysis and testing as needed
  • Reviews daily tasks for accuracy and completeness
  • Maintains detailed records/notes to ensure all client requests are logged and completed in a timely fashion
  • Receives cross-training and assists with other operational functions as required
  • Performs other duties and responsibilities as assigned


Skills:

  • Willingness to go above and beyond for customers
  • Proactive problem solving skills
  • Ability to maintain a professional demeanor at all times
  • Strong written and verbal communication skills
  • Working knowledge of Microsoft Office Suite (Outlook, Word, Excel)



Education: High School Diploma or equivalent required; Bachelor's degree preferred



Required Skills:

EXCEL

EXCELLENT WRITTEN AND VERBAL COMMUNICATION SKILLS MICROSOFT OFFICE PROBLEM SOLVING


Additional Skills:

CLARIFY

MAINTENANCE