Company Description

Finance

Job Description

The successful candidate will have 1-2 years experience in the financial services or customer service. Prefer a 4 year college degree and an interest in career development.

**Top Skills Manager is Looking For: Attention to detail, dependable, service oriented, self-starter who can work in a fast paced environment

Background on the Position
The National New Accounts Service Professional serves as a subject matter expert and point of contact via inbound calls for Brokerage branch personnel in regard to client onboarding and account maintenance. The New Account Service Professional will field questions related to, but not limited to, document processing (status of documents, review, and document updates) and general account maintenance including account opening, navigation and modification. Additionally, New Account Service Professional will be versed in procedures and policies to ensure that accounts are compliant with the USA Patriot Act.

Duties may include:
-Engage internal clients via both inbound and outbound phone calls
-Act as initial and ongoing support during account opening and lifecycle of account
-Providing world-class service to internal clients
-Build relationships with internal clients while providing solutions that adhere to internal policies and procedures
-Address issues promptly and effectively
-Ability to maintain success in an evolving environment

Additional Information

All your information will be kept confidential according to EEO guidelines.

Lenmar Consulting Inc.

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