Financial Operations Support - #26-15223

Duration

12 Months

About the role

Providing dedicated one-on-one support for the client throughout the inheritance process leveraging effective relationship management skills. Proactively communicating with clients by phone and or email to provide a high level of service, transparency, and empathy to clients and beneficiaries. Process & follow up client service requests to ensure completion in a timely manner. Set appropriate expectations with clients and beneficiaries for requests, in line with internal Service Level Agreements, and ensure consistent follow-up. Provide world class customer service to both internal and external clients in all interactions. Research and resolve problems with both internal and external clients accurately and in a timely manner. Leverage client systems and ensure all case interactions are appropriately entered and documented. Actively manage, monitor, and document daily case load by utilizing various technology resources. Apply Firm verification policies for all clients to avoid identity theft and fraudulent activity. Keep current on SEC/Client, Compliance and Firm guidelines and apply to processing and all interactions to ensure risk mitigation. Other ad hoc duties as assigned.

Responsibilities

• Proactively communicate with clients by phone and or email to provide a high level of service, transparency, and empathy.
• Set appropriate expectations with clients and beneficiaries for requests, in line with internal Service Level Agreements, and ensure consistent follow-up.
• Provide world class customer service to both internal and external clients in all interactions.
• Research and resolve problems with both internal and external clients accurately and in a timely manner.
• Leverage client systems and ensure all case interactions are appropriately entered and documented.
• Actively manage, monitor, and document daily case load by utilizing various technology resources.
• Apply Firm verification policies for all clients to avoid identity theft and fraudulent activity.
• Keep current on SEC/Client, Compliance and Firm guidelines and apply to processing and all interactions to ensure risk mitigation.
• Other ad hoc duties as assigned.

Requirements

• Series 7 and 66 required (or 63 & 65).
• College degree preferred
• 3-4 years financial services industry experience preferred including client service interactions, and knowledge of estates, trusts, and retirement plans, account opening and asset distribution processes

Qualifications

• Knowledge of estates, trusts, and retirement plans, account opening and asset distribution processes.

Skills

• Effective relationship management skills.
• Proactive communication skills.
• Customer service skills.
• Problem-solving skills.
• Technology resource management skills.
• Verification policies application skills.
• SEC/Client, Compliance and Firm guidelines application skills.

Benefits

• Equal Opportunity Employer.

Pay

Not specified

Schedule

Not specified About US Tech Solutions: US Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and total workforce solutions. To know more about US Tech Solutions, please visit www.ustechsolutions.com. US Tech Solutions is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.