Operations Customer Support Expert

2 weeks ago


Bloomington, United States Simplicity Group Holdings Full time
Job Description

This Operations Customer Support Expert role involves handling all operational processing, providing customer support, account set-up, account transfer, money-movement, trade request cases, maintenance and general administrative duties for assigned Advisors.

The ideal candidate will have advanced Microsoft Office skills (Excel, Word, Outlook, PowerPoint), as well as a minimum of 2 years in either client account management, operations, or financial services.



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