Investments New Account Support Specialist
3 months ago
Description
:This job is responsible for providing quality service and efficient operations support for the assigned areas, internal business partners, and external customers and clients. Key responsibilities include providing clients with accurate information by keeping abreast of procedures and demonstrating the ability to provide complete and concise explanations to inquiries made from all levels of personnel. Job expectations include focusing on more complex processes.
Responsibilities:
Processes transactions according to established procedures and prescribed processes required Demonstrates operational discipline while handling complex and diverse operational functions Covers one or more operations functional areas, such as analyses, report generation, opening new accounts, trade processing, payment processing, and data entry Assists with phone calls, email boxes, and processing queuesAdditional Skills Used:
Account Management Adaptability Customer and Client Focus Data Collection and Entry Process Effectiveness Active Listening Continuous Improvement Customer Service Management Data Quality Management Result Orientation Attention to Detail Business Operations Management Business Process Analysis Critical Thinking Process ManagementShift:
1st shift (United States of America)Hours Per Week:
40-
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