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Financial Service Representative

Tailored Management

Financial Service Representative

Columbus, OH
Full Time
Paid
  • Responsibilities

    Job Description

    SEEKING EMPLOYMENT WITH A GLOBAL FINANCIAL FIRM THAT PROVIDES YOU WITH CREATIVE FREEDOM AND CONSISTENT INSPIRATION? HEADQUARTERED IN NEW YORK CITY, THIS GLOBAL FORTUNE 500 INVESTMENT BANK AND FINANCIAL SERVICES COMPANY IS SEEKING KNOWLEDGEABLE, ARTICULATE, AND PASSIONATE FINANCIAL PROFESSIONALS TO ASSIST WITH MOBILIZING CAPITAL TO HELP GOVERNMENTS, CORPORATIONS, INSTITUTIONS, AND INDIVIDUALS AROUND THE WORLD ACHIEVE THEIR FINANCIAL GOALS. THIS IS YOUR CHANCE TO WORK WITH A CONSISTENT INDUSTRY LEADER OFFERING FIRST-CLASS FINANCIAL SERVICES AND HIGH STANDARD OF EXCELLENCE WHILE FOCUSING ON ONE THING: PUTTING YOUR CLIENTS FIRST. JOB TITLE: FINANCIAL SERVICE REPRESENTATIVE CLIENT: MORGAN STANLEY PAY: $19.17/HR START DATE: 12/07/2020 (CONTRACT TO HIRE!) HOURS: SHIFTS COULD FALL ANYWHERE BETWEEN 7:00 AM – 9:00 PM EST ON MON – SAT. JOB SUMMARY: The National New Accounts Service Professional serves as a subject matter expert and point of contact via inbound calls for the client's branch personnel in regards 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 to the USA Patriot Act. REQUIREMENTS:

    • Efficient written and oral communication skills
    • Exceptional critical thinking skills
    • Strong interpersonal and service skills
    • Problem solving, personal accountability, ownership, and professionalism
    • Ability to learn quickly and apply knowledge
    • Ability to build a connection with internal clients.
    • Apply concepts to real life situations
    • Teamwork as well as ability to work well individually
    • Strong computer skills

    EDUCATION:

    • Bachelor's Degree (Preferred), High School Diploma (Required)

    Please note: This position is NOT a remote position. At any time during the contract with the client, the candidate MUST be flexible with the ability to work in the office or from the home environment. In addition, the candidate MUST be flexible in terms of working days and hours, this would even include weekends. Should the candidate be asked by the client to work from home at any time, they are REQUIRED to possess a quiet workspace without distractions, a cell or landline phone, reliable internet with an ethernet cable and their own personal computer (a laptop or desktop would suffice). Should a candidate not be able to meet any of the above listed requirements, the candidate will not be considered for the role.