Financial Services Representative
1 week ago
Atria Wealth Solutions is seeking a skilled Operations Support Specialist to join our team. As a key member of our organization, you will play a critical role in providing exceptional customer service to our financial professionals and clients.
Key Responsibilities:- Answer questions, resolve problems, and interpret policies, standards, and procedures for financial professionals affiliated with our firm.
- Provide timely and professional support to clients, including answering approximately 40-45 inbound calls daily.
- Initiate outreach campaigns to financial professionals to gather feedback and improve service and internal processes.
- Process items such as check requests, ACH requests, adding new accounts, and other functions as required.
- Thoroughly investigate reports of deficient procedures/policies.
- High School Diploma required; education preferred or equivalent work experience.
- 2+ years of call center, banking service center, or help desk experience.
- Strong interpersonal skills, attention to detail, and ability to prioritize multiple projects.
- Ability to enter data in company computer system while on calls.
Atria Wealth Solutions offers a competitive salary, full benefits package, and opportunities for professional growth and development. We are committed to diversity, inclusion, and belonging, and we strive to create a workplace culture that values and respects all employees.
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San Diego, California, United States Mission Federal Credit Union Full time{"title": "Financial Services Representative", "content": "Key ResponsibilitiesAs a Financial Services Representative at Mission Federal Credit Union, you will be responsible for providing exceptional member service and support in a fast-paced retail branch environment. Your primary focus will be on building relationships with members, understanding their...
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