Company Description Mindlance is a national recruiting company which partners with many of the leading employers across the country. Feel free to check us out at http://www.mindlance.com.
Job Description
The National Investor Center provides brokerage servicing and financial advisory assistance for Client Personal Wealth Management clients that do not have a locally based Client Financial Advisor. The client base is International.
Position Summary:
Work closely with NIC teams and internal departments to provide support through various systems and applications as well as process paperwork in a virtual branch environment. Work with clients to resolve issues encountered during service request processing. Work on projects and/or remediation efforts outlined by the company.
Job Responsibilities:
- Process & follow up on service requests to ensure completion in a timely manner.
- Set appropriate timeline expectations for requests and follow up within that time frame.
- Research/resolve problems with both internal/external clients in accurate/timely manner.
- Ability to handle a high volume of requests in a fast paced environment.
- Provide world class customer service to both internal and external clients in all interactions.
- Participate in projects and/or remediation efforts as needed including pilot programs.
- Work with Representatives, Management, and Middle Office Operations as needed.
- Other duties as assigned.
Qualifications
Qualifications:
- College preferred or equivalent experience.
- 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/resolve problems and service inquiries and escalate when appropriate.
- Strong computer skills, Microsoft Office (Excel, PowerPoint, Word), Salesforce a plus.
- Be self-motivated and able to work in a strong team and high activity environment.
Preferred Experience:
- College degree preferred or equivalent work experience.
- Minimum of 1 year Investment Industry experience.
Additional Information This Job is with one of my banking Client.