NON IT Client Support

Columbus, Ohio

Employer: ASK Staffing
Industry: 
Salary: $20 per hour
Job type: Full-Time
"All candidates must be directly contracted by ASK Consulting on their payroll and cannot be subcontracted. We are unable to provide sponsorship at this moment".

Job Title: Client Support

Location: Columbus, OH

Duration: 12-Months-Contract

Pay Range is $20/hr to $22.22/hr. on W2

Job Description:

Required Skills: Series 7 and 66 required (or 63 & 65)
  • Estate & Inheritor Services is a specialized team within designed to assist with the processing of client accounts during the Inheritance process. The Estate & Inheritor Services Specialist will be responsible for managing the transition of assets for individual clients by serving as a Subject Matter Expert forClients, Financial Advisors, Client Servic e Associates and/or Branch Management to facilitate inheritance and legacy transfers. Additionally, the Associate will work closely with branches and other internal departments, provide support through various internal applications, and process paperwork in a virtual branch environment

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 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 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 Additional requirements may include: Series 7 and 66 required (or 63 & 65)

Qualifications:
  • College degree preferred
  • 3-4 years financial services industry experience preferred including client service interactions, and knowledge of estates, trusts, and retirement plans, account opening and asset distribution processes

Knowledge and 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
  • Basic knowledge of systems and procedures
  • Be self-motivated and able to work in a strong team and high activity environment.

About ASK: ASK Consulting is an award-winning technology and professional services recruiting firm servicing Fortune 500 organizations nationally. With 5 nationwide offices, two global delivery centers, and employees in 42 states-ASK Consulting connects people with amazing opportunities

ASK Consulting is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all associates.
Created: 2024-08-27
Reference: 251136
Country: United States
State: Ohio
City: Columbus
ZIP: 43026

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