Our client, a prominent player in the financial industry, is seeking dynamic individuals to join their team as Customer Support Representatives. In this role, you will be responsible for handling incoming phone calls related to various service inquiries on client accounts. The successful candidate will demonstrate a high degree of accuracy and efficiency, consistently meeting key department performance metrics. Key Responsibilities: Respond to incoming p
Our client, a prominent player in the financial industry, is seeking dynamic individuals to join their team as Customer Support Representatives. In this role, you will be responsible for handling incoming phone calls related to various service inquiries on client accounts. The successful candidate will demonstrate a high degree of accuracy and efficiency, consistently meeting key department performance metrics. Key Responsibilities: Respond to incoming p
As a Business Analyst in Account Services Operations, you'll play a vital role in supporting the new account opening process, stock plan activation, and account maintenance. Your responsibilities will include: Reviewing paper and electronic applications to ensure they meet good order criteria. Processing applications manually when necessary with speed and accuracy. Handling exception and reconciliation reports, and assisting in executing risk controls. R
As a Business Analyst in Account Services Operations, you'll play a vital role in supporting the new account opening process, stock plan activation, and account maintenance. Your responsibilities will include: Reviewing paper and electronic applications to ensure they meet good order criteria. Processing applications manually when necessary with speed and accuracy. Handling exception and reconciliation reports, and assisting in executing risk controls. R
Our client is in search of a skilled editor/writer capable of producing engaging content that informs and captivates our audience. Duties: -The Analyst supporting Client Relations/Senior Investor inquiries and concerns will ensure Firm compliance with regulations governing the handling of non-sales practice client complaints. - Responsible for collaboration with Client branches and operational business partners in the investigation, research, and resolut
Our client is in search of a skilled editor/writer capable of producing engaging content that informs and captivates our audience. Duties: -The Analyst supporting Client Relations/Senior Investor inquiries and concerns will ensure Firm compliance with regulations governing the handling of non-sales practice client complaints. - Responsible for collaboration with Client branches and operational business partners in the investigation, research, and resolut
As a Junior Financial Analyst, you will play a crucial role in ensuring the accuracy and integrity of our cost basis and tax reporting processes. Your responsibilities will include: Conducting data analysis and reconciliation of cost basis data from various sources. Producing accurate and actionable status reports. Reviewing and approving tax documents such as W-8s. Assisting in the review of year-end tax forms and related checkouts. Performing income re
As a Junior Financial Analyst, you will play a crucial role in ensuring the accuracy and integrity of our cost basis and tax reporting processes. Your responsibilities will include: Conducting data analysis and reconciliation of cost basis data from various sources. Producing accurate and actionable status reports. Reviewing and approving tax documents such as W-8s. Assisting in the review of year-end tax forms and related checkouts. Performing income re
The Junior Financial Analyst will join our client's US Tax Operations team, responsible for handling all reporting obligations for the Firm's Wealth Management and Institutional clients. This role is pivotal in ensuring compliance with IRS regulations and maintaining accurate cost basis records for client assets. Key Responsibilities: Operational Support: Collaborate with cross-organizational operations teams to handle queries, reconcile discrepancies
The Junior Financial Analyst will join our client's US Tax Operations team, responsible for handling all reporting obligations for the Firm's Wealth Management and Institutional clients. This role is pivotal in ensuring compliance with IRS regulations and maintaining accurate cost basis records for client assets. Key Responsibilities: Operational Support: Collaborate with cross-organizational operations teams to handle queries, reconcile discrepancies
As a Service Desk Agent, you'll be the primary contact for users reaching out to our IT Service Desk. Your role focuses on delivering exceptional customer service while efficiently resolving technical issues. You'll utilize your expertise, along with a knowledge base tool, to ensure timely issue resolution and maintain high levels of customer satisfaction. The ideal candidate will demonstrate communication skills, technical proficiency, and a proactive app
As a Service Desk Agent, you'll be the primary contact for users reaching out to our IT Service Desk. Your role focuses on delivering exceptional customer service while efficiently resolving technical issues. You'll utilize your expertise, along with a knowledge base tool, to ensure timely issue resolution and maintain high levels of customer satisfaction. The ideal candidate will demonstrate communication skills, technical proficiency, and a proactive app
Are you looking to use your skills in a new Customer Support/Account Rep - Sr position? This client is Hiring Now! Preference for 1 of the following criteria: • College Degree • Previous contact center experience Position Description Client Support Service Professionals handle incoming phone calls regarding various service inquiries on companies accounts. Calls will need to respond with a high degree of accuracy and efficiency, while consistently
Are you looking to use your skills in a new Customer Support/Account Rep - Sr position? This client is Hiring Now! Preference for 1 of the following criteria: • College Degree • Previous contact center experience Position Description Client Support Service Professionals handle incoming phone calls regarding various service inquiries on companies accounts. Calls will need to respond with a high degree of accuracy and efficiency, while consistently
Hey! Are you interested in advancing your career with one of the oldest and largest Financial and Healthcare Institutions in the United States? Our client is a Fortune 500 Financial Services Company and they are hiring Customer Supp/Account Rep! Please review the above job description and let us know your interest!salary: $20.99 - $21 per hourshift: Firstwork hours: 8 AM - 5 PMeducation: BachelorsResponsibilities• Responsible for high qualit
Hey! Are you interested in advancing your career with one of the oldest and largest Financial and Healthcare Institutions in the United States? Our client is a Fortune 500 Financial Services Company and they are hiring Customer Supp/Account Rep! Please review the above job description and let us know your interest!salary: $20.99 - $21 per hourshift: Firstwork hours: 8 AM - 5 PMeducation: BachelorsResponsibilities• Responsible for high qualit
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