Financial Customer Support

3 weeks ago

Purchase, United States Bernard Nickels & Associates Full time

Location:

  • Purchase NY

Duration:

  • 7 months with the possibility of extension

Responsibilities

  • Heavy phone contact with Financial Advisors and branch office personnel.
  • Proficiently utilize all Advisory support applications as well as navigate other system tools.
  • Provide proactive education and assistance on Advisory programs with respect to product, policies, procedures, and systems navigation.
  • Assist with questions involving new account opening procedures, generation of proposals for active clients or prospects, trading of accounts and training on various program policies and guidelines.
  • Drive process improvement efforts through feedback to Department management.
  • Work collaboratively with team members by managing call volume and service levels while providing outstanding service.
  • Utilize Customer Relationship Management systems effectively.
  • Participate in FSS cross training programs to broaden depth of knowledge across Advisory programs.

Qualifications

Knowledge and Skills Required:

  • Bachelors degree in either Economics or Finance (course work should involve investments - stocks, bonds, ETFs & Mutual funds, investment portfolio construction, Asset Allocation theory)
  • Professional experience in Financial Services. Preferably in areas dealing with investments (stocks, bonds, ETFs & Mutual funds) is a plus but not required.
  • Enthusiastic team player, self-motivated, ability to prioritize and work in a fast-paced environment
  • Clear and efficient communicator
  • Ability to build relationships across departments throughout the firm
  • Result oriented individual who is flexible and able to adaptable to change
  • Strong focus on customer service

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