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Wealth And Investment Complaints Analyst- Hybrid
2 months ago
This position is a part of the Enterprise Complaints Management space and is focused on Wealth and Investment Management complaints cases. This can include private banking, brokerage, or advisors. At this time, these are all executive and high-level complex complaints, not just merely escalated complaints.
Job Details:
- When someone files a complaint, the Compliants Analyst will will send them a letter that includes their contact information acknowledging the complaint and will explain what was done to investigate the complaint and provide a solution.
- Responsible for supporting internal and external customers by providing a more complex variety of support services in account management, operations, documentation, customer service and technical support.
- Clients may call in for an update on their case or for questions after receiving the resolution letter.
- Need to be adept at diffusing situations and able to translate the information in a way the client would understand.
- Work through 8-10 cases per week on average.
- When working through the cases, it will be important to recognize escalation needs as well as opportunities to advocate for the client where needed.
Additional Skills & Qualifications:
- Must have an active Series 7 license (required)
- Previous finance/banking experience
- Customer support
- Strong oral and written communication skills
- Complaints management
- Time management
- Attention to detail
- Organizational skills
If you are interested in this opportunity, please send your resume to Megan at
About Aston Carter:Please Note: Scammers are posing as Aston Carter. We'll never contact you via Gmail, Telegram, or WhatsApp and we'll never solicit money from you.
At Aston Carter, we're dedicated to expanding career opportunities for the skilled professionals who power our business. Our success is driven by the talented, motivated people who join our team across a range of positions – from recruiting, sales and delivery to corporate roles. As part of our team, employees have the opportunity for long-term career success, where hard work is rewarded and the potential for growth is limitless.
Established in 1997, Aston Carter is a leading staffing and consulting firm, providing high-caliber talent and premium services to more than 7,000 companies across North America. Spanning four continents and more than 200 offices, we extend our clients' capabilities by seeking solvers and delivering solutions to address today's workforce challenges. For organizations looking for innovative solutions shaped by critical-thinking professionals, visit Aston Carter is a company within Allegis Group, a global leader in talent solutions.
The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please call or email for other accommodation options. However, if you have questions about this position, please contact the Recruiter located at the bottom of the job posting. The Recruiter is the sole point of contact for questions about this position.
