Palmer Group
Client Support - Associate
Palmer Group - Dallas, Texas, United States, 75215
Work at Palmer Group
Overview
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Overview
Great pay, good hours, and an excellent team-what more could you ask for? Palmer Group has partnered with a client in the financial services industry in their search for a
Client Support - Associate . This is a great foot-in-the-door opportunity at a well-respected company, offering a fun and engaging team environment. If you meet the requirements below and are interested in this position, apply today!
Work model:
On-Site 8:00 AM - 5:00 PM Monday - Friday What you will do:
Handle department-specific responsibilities daily, including asset relocation, account transitions, or initiating and maintaining new accounts Execute both standard and intricate transactions with precision, speed, and effectiveness Take initiative to detect, analyze, and address potential issues Adhere to established procedures independently to fulfill service level expectations and maintain quality standards Master, navigate, and assist with various financial tools, platforms, and systems Observe company guidelines and adhere to regulatory standards What you need to be successful:
High school diploma or GED required 1+ years of experience working with Microsoft Office required Bachelor's degree preferred 1+ years of experience in the financial services industry preferred 1+ years of experience processing in a high-volume and deadline-driven environment Benefits overview: 401k Major health insurance Employee Stock Ownership Plan ( ESOP ) Click here for a complete list of benefits
Interested and qualified candidates can contact Molly McMahon at (515) 225-7000 or email mmcmahon@thepalmergroup.com.
Client Support - Associate . This is a great foot-in-the-door opportunity at a well-respected company, offering a fun and engaging team environment. If you meet the requirements below and are interested in this position, apply today!
Work model:
On-Site 8:00 AM - 5:00 PM Monday - Friday What you will do:
Handle department-specific responsibilities daily, including asset relocation, account transitions, or initiating and maintaining new accounts Execute both standard and intricate transactions with precision, speed, and effectiveness Take initiative to detect, analyze, and address potential issues Adhere to established procedures independently to fulfill service level expectations and maintain quality standards Master, navigate, and assist with various financial tools, platforms, and systems Observe company guidelines and adhere to regulatory standards What you need to be successful:
High school diploma or GED required 1+ years of experience working with Microsoft Office required Bachelor's degree preferred 1+ years of experience in the financial services industry preferred 1+ years of experience processing in a high-volume and deadline-driven environment Benefits overview: 401k Major health insurance Employee Stock Ownership Plan ( ESOP ) Click here for a complete list of benefits
Interested and qualified candidates can contact Molly McMahon at (515) 225-7000 or email mmcmahon@thepalmergroup.com.