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Customer Accounts Associate
4 weeks ago
Job Title: Customer Accounts Associate
Pay:$22.50/h
Temporary to permanent role
40 hours a week
Contact to hire (conversion to permanent is contingent on performance and attendance)
Department: Customer Accounts-Margins
Job Category: Accounting/Finance/Risk/Audit
Full time onsite role
Opportunity for conversion based on attendance and performance Laptop provided
Specific job functions for year end volume assistance
Qualified Charitable Distributions
Tax Withholding Setups
Standling Letters of Authority
Check Stop Pays
Additional upskilling available per department needs
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 (FAs), 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, 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.
Skill 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.
Keywords:
Education:
Educational/Previous Experience Requirements:
High School Diploma or equivalent.
~or~
Any equivalent combination of education, experience and/or training approved by Human Resources.
Licenses/Certifications:
None required.
Skills and Experience:
Required Skills:
MICROSOFT OFFICE
BANKING
MS OUTLOOK
EXCEL
CUSTOMER ACCOUNTS
Additional Skills:
CUSTOMER SERVICE
Number of positions: 4
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Customer Accounts Associate
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Southfield, United States Revolution Technologies Full timeJob Title: Customer Accounts AssociatePay:$22.50/hTemporary to permanent role40 hours a weekContact to hire (conversion to permanent is contingent on performance and attendance)Department: Customer Accounts-MarginsJob Category: Accounting/Finance/Risk/AuditFull time onsite roleOpportunity for conversion based on attendance and performance Laptop...
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Customer Accounts Associate
4 weeks ago
Southfield, United States Revolution Technologies Full timeJob Title: Customer Accounts AssociatePay:$22.50/hTemporary to permanent role40 hours a weekContact to hire (conversion to permanent is contingent on performance and attendance)Department: Customer Accounts-MarginsJob Category: Accounting/Finance/Risk/AuditFull time onsite roleOpportunity for conversion based on attendance and performance Laptop...
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