Job description
Job Title: Client Service
Location: San Diego, CA
Duration: 7 Month+
Hours:8:00am to 5:00pm
Description:
- Account Services Representative (ASR): Specialized in managing the client experience.
- Transaction services (New Account Opening, Transfers & Cash/Asset movements) for RIA clients. Manage back office needs and effectively processes advisor transactions using internal workflow systems using departmental standard procedures with a high degree of accuracy.
- Qualifies validated paperwork, activates and maintains advisors accounts
- Research, resolve and follow-up on applicable transfers, cash movements, document restrictions on accounts and release restrictions when issues are resolved
- 2 -3 years total experience
- 1+ year related experience
- Serve as a subject matter expert to 2 or more back office specialty areas and perform basic functions in all areas
- Proficiency in Microsoft Word, Excel and Outlook required
- Experience in 2 back/middle office function (Certified) (Cash management, Transfers, New Accounts) required
- Must be able to process work with a near perfect error ratio
- Must exercise independent decision making with service requests to balance client satisfaction against shareholder value
- 2 Year College Degree required
- 4 Year College Degree preferred
Job Type: Contract
Pay: $20.00 - $22.00 per hour
Experience level:
- 3 years
Schedule:
- 8 hour shift
Work Location: In person
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