eTeam
Job Title: Customer Accounts Associate
Job Duration: 6 months contract
Full time onsite role for candidates local to one of the below client's offices:
St. Petersburg, FL-33716
Southfield, MI-48033
Memphis, TN-38120
Opportunity for extension based on attendance and performance
Laptop provided
Temps will be given the opportunity to work overtime.
Full time Conversion is possible based on performance and department availability
Duties:
Qualified Charitable Distributions Tax Withholding Setups Standing Letters of Authority Check Stop Pays Additional upskilling available per department needs Approving Disbursements from Client's accounts Department is in need of assistance for year end volumes including working through Money Movement requests and related items. Job Summary: Serves as the agent between Branches and the Home Office in call center environment. Reviews, updates, maintains, and services accounts. Protects the Firm, Financial Advisor (FA's), and the client by enforcing collection procedures, policies, regulations, and monitoring activity in accounts, while providing superior service. Skills:
Attention to detail, quality focus, strong communication, ability to multi-task in fast paced environment and computer literacy MS Office Applications - Outlook, Word, Excel, etc. and 1-2 years of banking and/or customer service work experience or college degree are required Knowledge, Skills, and Abilities: Knowledge of:
Relevant word processing, database, spreadsheet, and e-mail computer applications to create and/or edit documents, reports, and correspondence. Compliance, with an eye for situations that could present risk to the firm.
Skill in: Verbal and written communication skills to interact with all levels of management, other associates and counterparts at other firms. Servicing a high volume of calls from Financial Advisors and associates while providing excellent customer service (multi-tasking is very important in this role) Ability to:
Project a professional demeanor to train associates on new duties and tasks. Work thorough complicated activity Work independently and in cooperation with supervisor. Work well under stress created by time deadlines, workflow volume changes, and telephone/associate inquiries. Education: Educational/Previous Experience Requirements: High School Diploma or equivalent. ~or~ Any equivalent combination of education, experience and/or training approved by Human Resources.
ET_RV01
Qualified Charitable Distributions Tax Withholding Setups Standing Letters of Authority Check Stop Pays Additional upskilling available per department needs Approving Disbursements from Client's accounts Department is in need of assistance for year end volumes including working through Money Movement requests and related items. Job Summary: Serves as the agent between Branches and the Home Office in call center environment. Reviews, updates, maintains, and services accounts. Protects the Firm, Financial Advisor (FA's), and the client by enforcing collection procedures, policies, regulations, and monitoring activity in accounts, while providing superior service. Skills:
Attention to detail, quality focus, strong communication, ability to multi-task in fast paced environment and computer literacy MS Office Applications - Outlook, Word, Excel, etc. and 1-2 years of banking and/or customer service work experience or college degree are required Knowledge, Skills, and Abilities: Knowledge of:
Relevant word processing, database, spreadsheet, and e-mail computer applications to create and/or edit documents, reports, and correspondence. Compliance, with an eye for situations that could present risk to the firm.
Skill in: Verbal and written communication skills to interact with all levels of management, other associates and counterparts at other firms. Servicing a high volume of calls from Financial Advisors and associates while providing excellent customer service (multi-tasking is very important in this role) Ability to:
Project a professional demeanor to train associates on new duties and tasks. Work thorough complicated activity Work independently and in cooperation with supervisor. Work well under stress created by time deadlines, workflow volume changes, and telephone/associate inquiries. Education: Educational/Previous Experience Requirements: High School Diploma or equivalent. ~or~ Any equivalent combination of education, experience and/or training approved by Human Resources.
ET_RV01