New Account Service
3 weeks ago
Finance
Job DescriptionServes as a subject matter expert and point of contact via inbound calls for Brokerage branch personnel in regards to client onboarding and account maintenance.
Responsibilities:
- Engage internal clients via both inbound and outbound phone calls
- Act as initial and ongoing support during account opening and lifecycle of account
- Providing world-class service to internal clients
- Build relationships with internal clients while providing solutions that adhere to internal policies and procedures
- Address issues promptly and effectively
- Ability to maintain success in an evolving environment
Skills Required:
- Must be willing to work in an environment that requires 100% phone-based internal client interaction
- Strong phone-based and written communication skills with individuals at all levels, internally and externally
- Exude confidence with internal clients when providing solutions
- Exceptional critical thinking skills
- Problem solving, personal accountability, ownership, and professionalism
- Ability to learn quickly and apply knowledge
- Apply concepts to real life situations
- Teamwork as well as ability to work well individually
- Proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint
All your information will be kept confidential according to EEO guidelines.
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