Job Description

Complete account opening forms, QC the information, send to client via DocuSign for signature. Setup account in Fidelity system and initiate asset transfer. This is essentially opening & setting up new investment accounts on the Fidelity NFS platform, transferring assets to the accounts & ensure all the information & account setup is completed correctly.

· CSA’s are accountable for navigating, identifying and researching technical, service related and/or operational client issues for all commercial bank products.

· CSA’s are expected to collaborate with colleagues on a day to day basis.

· The Client Support Advisor is accountable for researching and resolving a variety of online banking, direct electronic file sharing, mobile channel and operational issues received through client inbound email channels.

· The Client Support Advisor is expected to demonstrate excellent oral and written communication skills, including delivery of training content and demonstrating aptitude in presentation skills, both with clients and internal business partners.

· CSA’s serve at the forefront of our client’s experience and are accountable for facilitating and demonstrating the capability to problem solve and handle client escalations with diplomacy, tact and efficiency.

· Client Support Advisors success metrics include; client satisfaction (measured via surveys), quality and efficiency (email cases per day) and schedule adherence.

THE IDEAL CANDIDATE WILL POSSESS THE FOLLOWING QUALIFICATIONS:

· Demonstrated ability to identify and resolve client issues with follow-up as needed

· Strong agility to multitask and maneuver between multiple system to provide client support

· Excellent verbal and written communication skills with the ability to succinctly convey an issue and resulting outcome to clients and internal business partners via phone or email

· High School diploma or GED

· Must have 4 or more of client/customer service experience Proficient in Microsoft office and database products

ATR179040 / ATR179024

Company Description

ATR International is a staffing and consulting leader that serves the IT, engineering, accounting & finance, professional, manufacturing, and scientific industries. Founded in 1988 as a two-person Hispanic-owned business, we have grown to serve Fortune 500 organizations while putting more than 35,000 people to work totaling over 14 million working hours. Our entire business model is based on building relationships and deep connections with our diverse base of clients, contractors, internal staff, and local markets.