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Recruiter
Attorney
Finance - Banking
up to $16
Client Services Associate (Temporary) The candidate will be expected to last six (6) months, possibly longer. Supports internal and/or external Wealth clients by handling inbound calls, challenging processes and procedures, and providing ideas and suggestions to improve the client experience. Additional duties include: Provide external clients with the firm's website registration or navigation, credit card activations, and provide education about the processes and procedures associated with their account. Provide support and guidance with internal clients involving the maintenance of the client's accounts associated with the firm's investment products and providing estimated time frames for requests to be completed. Bachelor's degree is preferred. Financial services/banking/ brokerage experience preferred. Excellent professional phone presence with superior customer-centric focus, with proven ability to thoroughly resolve customer inquires are needed. Series 7 & 63 preferred.
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