Financial Customer Support

  • location: Wilmington, DE
  • type: Contract
  • salary: $17.10 per hour
easy apply

job description

Financial Customer Support

job summary:
** Top 3 skills manager looking for:

Strong Communication skills

Analytical skills

Strong Interpersonal skills

Position Summary


The CG FSS team is the primary support to all Client Financial Advisors (FAs), Private Wealth Advisors (PWAs) and branch personnel for all Advisory programs. Advisory programs are offered to high net worth and ultra-high net worth clients within Client.

Responsibilities

  • Assist in the sales process for Advisory programs and platform to Financial Advisors or Private Wealth Advisors.
  • Heavy direct contact with Financial Advisors, Private Wealth Advisors and branch office personnel.
  • Proficiently utilize all proprietary applications such as CG Portal, 3D Desktop, 3DR, Lydia (trading application), Account Inception and Update Tool, and Common Proposal System as well as navigate other system tools available.
  • Provide proactive education and assistance to Branch Managers, FAs, PWAs, and Sales Assistants in Advisory programs with respect to: product, policies, procedures and online systems navigation.
  • Assist FAs and PWAs with questions involving new account opening procedures, generation of proposals for active clients or prospects, trading of accounts and training on various program policies and guidelines.
  • Work collaboratively with team members by managing call volume and service levels while providing outstanding customer service.
  • Utilize contact management system (Avaya and Connect) effectively.
  • Participate in FSS cross training programs to broaden and strengthen experience in the industry and across multiple Advisory programs.
Qualifications/Experience:

Need at least ONE of the following-


  • Bachelor's degree in either Economics or Finance (course work should involve investments - stocks, bonds, ETF's & Mutual funds, investment portfolio construction, Asset Allocation theory)
  • One year of experience in the financial Services experience - in areas dealing with investments (stocks, bonds, ETF's & Mutual funds)
Additional-

  • Enthusiastic team player, self-motivated, ability to prioritize and work in a fast-paced environment
  • Clear and efficient communicator; results oriented; flexible and adaptable
  • Ability to build relationships across departments throughout Client
  • Result oriented individual who is flexible and able to adaptable to change
  • Excellent communication and interpersonal skills
  • Strong focus on customer service
 
location: Wilmington, Delaware
job type: Contract
work hours: 8 to 5
education: Bachelor's degree
experience: 1 Years
 
responsibilities:
Responsibilities

- Assist in the sales process for Advisory programs and platform to Financial Advisors or Private Wealth Advisors.

- Heavy direct contact with Financial Advisors, Private Wealth Advisors and branch office personnel.

- Proficiently utilize all proprietary applications such as CG Portal, 3D Desktop, 3DR, Lydia (trading application), Account Inception and Update Tool, and Common Proposal System as well as navigate other system tools available.

- Provide proactive education and assistance to Branch Managers, FAs, PWAs, and Sales Assistants in Advisory programs with respect to: product, policies, procedures and online systems navigation.

- Assist FAs and PWAs with questions involving new account opening procedures, generation of proposals for active clients or prospects, trading of accounts and training on various program policies and guidelines.

- Work collaboratively with team members by managing call volume and service levels while providing outstanding customer service.

- Utilize contact management system (Avaya and Connect) effectively.

- Participate in FSS cross training programs to broaden and strengthen experience in the industry and across multiple Advisory programs.

Qualifications

Experience:

Need at least ONE of the following-


o Bachelor's degree in either Economics or Finance (course work should involve investments - stocks, bonds, ETF's & Mutual funds, investment portfolio construction, Asset Allocation theory)

o One year of experience in the financial Services experience - in areas dealing with investments (stocks, bonds, ETF's & Mutual funds)

Additional-

- Enthusiastic team player, self-motivated, ability to prioritize and work in a fast-paced environment

- Clear and efficient communicator; results oriented; flexible and adaptable

- Ability to build relationships across departments throughout Client

- Result oriented individual who is flexible and able to adaptable to change

- Excellent communication and interpersonal skills

- Strong focus on customer service

 
qualifications:
Qualifications

Experience:

Need at least ONE of the following-


o Bachelor's degree in either Economics or Finance (course work should involve investments - stocks, bonds, ETF's & Mutual funds, investment portfolio construction, Asset Allocation theory)

o One year of experience in the financial Services experience - in areas dealing with investments (stocks, bonds, ETF's & Mutual funds)

Additional-

- Enthusiastic team player, self-motivated, ability to prioritize and work in a fast-paced environment

- Clear and efficient communicator; results oriented; flexible and adaptable

- Ability to build relationships across departments throughout Client

- Result oriented individual who is flexible and able to adaptable to change

- Excellent communication and interpersonal skills

- Strong focus on customer service

 
skills: Other
Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

easy apply

get jobs in your inbox.

sign up
{{returnMsg}}

related jobs

    Customer Support

  • location: Wilmington, DE
  • job type: Temp to Perm
  • salary: $15 per hour
  • date posted: 8/3/2020

    Customer Support

  • location: Wilmington, DE
  • job type: Temp to Perm
  • salary: $15 per hour
  • date posted: 6/12/2020

    Senior Financial Analyst

  • location: Wayne, PA
  • job type: Permanent
  • salary: $85,000 - $100,000 per year
  • date posted: 7/14/2020