New Account Service

Found in: Resume Library US A2 - 2 weeks ago


South Jordan Utah, United States Lenmar Consulting Inc. Full time
Job Description

Serves as a subject matter expert and point of contact via inbound calls for Brokerage branch personnel in regards to client onboarding and account maintenance.

Responsibilities:

- Engage internal clients via both inbound and outbound phone calls

- Act as initial and ongoing support during account opening and lifecycle of account

- Providing world-class service to internal clients

- Build relationships with internal clients while providing solutions that adhere to internal policies and procedures

- Address issues promptly and effectively

- Ability to maintain success in an evolving environment

Skills Required:

- Must be willing to work in an environment that requires 100% phone-based internal client interaction

- Strong phone-based and written communication skills with individuals at all levels, internally and externally

- Exude confidence with internal clients when providing solutions

- Exceptional critical thinking skills

- Problem solving, personal accountability, ownership, and professionalism

- Ability to learn quickly and apply knowledge

- Apply concepts to real life situations

- Teamwork as well as ability to work well individually

- Proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint


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