Temp | Administration | Customer Support/Account Rep - Sr | Level 2(USD) - Veterans Sourcing Group
Columbus, OH 43219
About the Job
Customer Support/ Account Rep
Pay Rate: $19.17 Per Hour
Duration: 12 Month Contract to Hire
Location: Columbus, OH 43219; Remote Training - Hybrid - 3 days/week on-site
Description:
Pay Rate: $19.17 Per Hour
Duration: 12 Month Contract to Hire
Location: Columbus, OH 43219; Remote Training - Hybrid - 3 days/week on-site
Description:
- Operations is one of the largest divisions in the firm and has diverse responsibilities, including correctly settling and recording millions of transactions per day, identifying and mitigating all operational risks, developing strong client relationships and partnering with technology to realize the full potential of IT and e-solutions.
- Throughout, the Operations department continually seeks ways to improve while actively supporting the development of new businesses, structures and markets.Background on the Team:Global Wealth Management Operations provides brokerage, investment and financial services to hundreds of thousands of individual investors.
- We apply our expertise in serving institutional clients to create new opportunities for people to achieve their personal financial goals.
- Brokerage has one of the largest retail brokerage networks, with numerous worldwide representatives and retail locations.
- Our services are tailored to each client's investment objectives, risk tolerance, and financial needs.
- Products include mutual funds, stocks, bonds, and alternative investments where appropriate, as well as banking, mortgages, insurance and annuities.
- Exceptional phone conversation skills / Customer Service experience.
- Able to perform efficiently in a fast-paced, changing environment, handling a wide variety of tasks.
- Financial services/banking/ brokerage experience preferred
- Strong organizational skills, attention to detail, and excellent follow-up skills.
- Strong analytical thinking and problem solving skills.
- Ability to be self-motivated and succeed in a team atmosphere.
- Candidates must have flexibility in work schedule.
- Ability to contribute in a fast paced, team-oriented environment.
- Aptitude to multi-task and adjust quickly to change in a busy financial service center.
- Bachelor degree is preferred.
- Requires 3 years prior experience in customer service; may also require specific knowledge of financial regulations or investment products.
Source : Veterans Sourcing Group