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Client Services Associate
2 months ago
As a Client Services Associate at Ria Financial, you will play a vital role in ensuring the smooth processing of applications and supporting our agents. Your attention to detail and commitment to excellence will help us maintain our high standards of service.
Key Responsibilities
- Evaluate applications from the pre-qualifications queue for accuracy and completeness.
- Verify that the completed agent agreements align with the submitted applications and accompanying documents.
- Monitor the application process until agent activation, ensuring compliance with Ria's policies.
- Identify discrepancies in applications, propose solutions, and highlight areas for process improvement.
- Collaborate with internal teams and field sales representatives to ensure timely and professional application processing.
- Establish new agent accounts, including necessary details such as contact information, identification numbers, pricing, and commission structures.
- Inform relevant departments including Sales, Finance, Procurement, and Web Support about new agent activations.
- Facilitate the activation of new agents once all requirements are met.
- Update existing agent information, including bank account details, ownership information, and contact numbers as necessary.
- Process ownership change applications for current agents.
- Carry out additional tasks and projects as assigned.
- High school diploma or some college education preferred.
- Proficient in English and Spanish.
- Strong critical thinking skills to identify inaccuracies and provide effective solutions.
- Ability to analyze information logically to resolve work-related challenges.
- Team-oriented with a cooperative attitude, ensuring no applications are overlooked.
- Clear and persuasive communication skills.
- Detail-oriented with strong decision-making capabilities.
- Adaptable to change and willing to work flexible hours as needed.
- Proficient in email communication.
At Ria Financial, we are dedicated to facilitating seamless money transfers for individuals and businesses worldwide. Our mission is to provide fast, secure, and affordable services that empower communities and enhance lives. We pride ourselves on our commitment to exceptional customer service and our role in helping people connect across borders.