Finance- Entry Level - Asset & Wealth Management Operations - Client Support and Services
Essential Duties And Responsibilities:
Take customer calls and provide accurate, satisfactory answers to their queries and concerns
Facilitate trade execution, answer client queries on accounts, portfolios and records
De-escalate situations involving dissatisfied customers, offering patient assistance and support
Guide callers through troubleshooting, navigating the company website or using the products or services
Collaborate with other client services professionals and financial advisors to improve client experience
Review and approve pending client requests to ensure proper authorizations and supporting documentation are in place and meet policy requirements.
Coordinate and process team specific tasks as requested by the business.
Work across multiple systems and platforms.
Interface with teams and businesses resolve on-going issues and answer specific policy questions.
Provide support and work on special projects as requested.
Apply business judgment to identify unusual or suspicious activities and escalate issues as appropriate.
Understand and adhere to all policies and procedures including, but not limited to, quality, client service, information security, and compliance.
Skills: Qualifications/Requirements:
Working knowledge of MS Office (Excel, PowerPoint, Word, Outlook)
Highly organized with exceptional attention to detail and follow-through
Strong ability to manage multiple projects with competing deadlines
Proven analytical skills and problem solving ability
Team player with positive attitude and strong work ethic
Ability to work collaboratively with all levels of the organization
Flexible and able to work well under pressure in a team environment
Strong communication skills (written and verbal)
Great active listening skills
Exceptional interpersonal and rapport building skills
Ability to work in a fast-paced environment
Strong interest in client service
Commercially savvy with ability to exercise discretion with respect to highly confidential/sensitive information
Keywords:
Education: Bachelor's degree