Finance Account Representative

  • location: Columbus, OH
  • type: Contract
  • salary: $21.33 per hour
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job description

Finance Account Representative

job summary:
Our client is seeking a dedicated and self-motivated Finance professional! A successful candidate will have 1-3 years in the Financial services industry, as well as a Bachelor's degree.

POSITION SUMMARY:


Inheritor Services serves as the key point of contact for Client's Virtual Advisor clients in facilitating inheritance asset transfers. The Specialists work closely with beneficiaries and other internal departments to provide support through various systems and applications as well as process paperwork.

DUTIES and RESPONSIBILITIES:

  • Providing dedicated one-on-one support for the client throughout the inheritance process leveraging effective relationship management skills
  • Proactively communicating with clients by phone and / or email in order to provide a high level of service, transparency, and empathy to clients and beneficiaries
  • Process & follow up client service requests to ensure completion in a timely manner
  • Set appropriate expectations with clients and beneficiaries for requests, in line with internal Service Level Agreements, and ensure consistent follow-up
  • Provide world class customer service to both internal and external clients in all interactions
  • Research and resolve problems with both internal and external clients accurately and in a timely manner
  • Leverage Client's systems and ensure all case interactions are appropriately entered and documented
  • Actively manage, monitor, and document daily case load by utilizing various technology resources
  • Apply Firm verification policies for all clients to avoid identity theft and fraudulent activity
  • Keep current on SEC/FINRA, Compliance and Firm guidelines and apply to processing and all interactions to ensure risk mitigation
  • Other ad hoc duties as assigned
- College degree preferred

- 1-3 years financial services industry experience preferred

Knowledge/Skills

- Basic clerical and administrative skills

- Effective written and verbal communication skills

- Excellent interpersonal and client service skills

- Organizational skills, attention to detail and excellent follow up skills

- Ability to research and resolve problems and service inquiries and escalate when appropriate

- Ability to efficiently handle a high volume of requests in a fast paced environment.

- Strong computer skills including Microsoft Suite.

 
location: Columbus, Ohio
job type: Contract
work hours: 8 to 5
education: Bachelor's degree
experience: 3 Years
 
responsibilities:
DUTIES and RESPONSIBILITIES:

- Providing dedicated one-on-one support for the client throughout the inheritance process leveraging effective relationship management skills

- Proactively communicating with clients by phone and / or email in order to provide a high level of service, transparency, and empathy to clients and beneficiaries

- Process & follow up client service requests to ensure completion in a timely manner

- Set appropriate expectations with clients and beneficiaries for requests, in line with internal Service Level Agreements, and ensure consistent follow-up

- Provide world class customer service to both internal and external clients in all interactions

- Research and resolve problems with both internal and external clients accurately and in a timely manner

- Leverage Client's systems and ensure all case interactions are appropriately entered and documented

- Actively manage, monitor, and document daily case load by utilizing various technology resources

- Apply Firm verification policies for all clients to avoid identity theft and fraudulent activity

- Keep current on SEC/FINRA, Compliance and Firm guidelines and apply to processing and all interactions to ensure risk mitigation

- Other ad hoc duties as assigned

 
qualifications:
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:

Education and/or Experience

- College degree preferred

- 3-4 years financial services industry experience preferred

Knowledge/Skills

- Basic clerical and administrative skills

- Effective written and verbal communication skills

- Excellent interpersonal and client service skills

- Organizational skills, attention to detail and excellent follow up skills

- Ability to research and resolve problems and service inquiries and escalate when appropriate

- Ability to efficiently handle a high volume of requests in a fast paced environment.

- Strong computer skills including Microsoft Suite.

- Be self-motivated and able to work in a strong team and high activity environment.

Job Description/Qualifications:

An Estate & Inheritor Services Specialist (EISS) is the Subject Matter Expert and key point of contact for clients/beneficiaries, branch teams and internal departments to facilitate inheritance and legacy transfers. The Associate will provide support through various systems and applications and process paperwork in a virtual branch environment.

Full job description attached.

 
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.

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