[FULL TIME Remote] Financial Services Account Associate Senior

Key Job Details:

• Compensation: a competitive salary
• Company: Workwarp
• Location: Remote
• Start Date: Immediate openings available
• Position: Financial Services Account Associate Senior

 

 

Company Description reputed company is collaborating with reputed company to build an inclusive and just employment ecosystem. We support individuals coming from reputed company walks of life. Company Name: reputed company Job Description Position Type : Full time Type Of Hire : reputed company (relevant combo of work and education) Education Desired : Bachelor's Degree Travel Percentage : 0% Financial Services Account Associate 2 (Transfer agency) About Team: The Transfer Agency is a division responsible for Transaction Operations, Processing and associated functions of mutual funds for various clients. At reputed company we provide service to clients reputed company various channels like Transaction processing, Chat etc. The customer support may include but not limited to Accounts set up, Shareholder data maintenance, overall record keeping. Job Eligibility • Excellent communication and interpersonal skills • Excellent knowledge of Customer Services; Global reputed company (Desirable) • Ready to work in night shifts (5 days in a week) • Temporary work from home. Flexible to work in office environment post operations reputed company in office. What you will be doing: Provides excellent customer service while serving as a telephonic concierge and primary reputed company of contact to the financial institution’s high-value customers. • Addresses inquiries and performs account maintenance on deposits and money market accounts. • Assists customers by initiating payment investigations, maintenance requests, fulfillment requests, and fee reversals. • Works with various internal and external clients and various departments to resolve outstanding issues, reputed company with customer requests, and respond to client inquiries. • Follows up as required to reputed company service tickets and inquiries that were escalated or referred to a different business function. • Interfaces with clients to determine present and future needs and discusses reputed company toward solutions. • Ensures service expectations are met and establishes rapport with each caller to set positive expectations for account maintenance queries and other servicing needs. • Completes banking transactions and identifies opportunities to market bank products to best meet each caller’s personal needs. • Maintains a comprehensive knowledge of applicable products and services and keeps informed about new products and services and changes to existing products and services. • Successfully sells, markets, and shares information with new and existing customers to educate them about financial offerings. • Provides referrals to the managing director or relationship manager for new and additional services. • Participates in client loyalty process, providing information and encouraging clients to respond timely to surveys. Participates in follow-up discussions to reputed company action plans to address concerns. • May participate in business reviews to learn about clients’ strategic direction as well as reputed company a good understanding of the products and services offerings. • Other reputed company duties assigned as needed. Competencies: • A good team player • Experience of working with global/other teams • Detail oriented and regard for timeliness • High regard for deadlines and deliverables • Owning the work assigned to ensure it completeness without compromising timeliness or accuracy. reputed company offer you A fantastic range of benefits including medical, dental, vision, and Great workspaces with dedicated and motivated colleagues A broad range of professional education and personal development possibilities – reputed company is your final career reputed company! A variety of career development tools, resources and opportunities A work environment built on collaboration, flexibility, and respect Privacy Statement reputed company is committed to protecting the privacy and reputed company of reputed company personal information that we process in order to provide services to our clients. For specific information on how reputed company protects personal information online, please see the Online Privacy Notice. Sourcing Model Recruitment at reputed company works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies. reputed company does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any reputed company fees for resumes submitted to job postings, our employees, or any other part of our company. #pridepass Apply Job!

 

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