Customer Account Specialist

Overview

Official Job Title: Customer Accounts Associate

Location: On-site in Memphis, TN

Rate: $22.50/hour

Employment type: Contract (3+ month contract with potential extension and/or contract to hire)

Laptop provided.

Overtime: Will be given the opportunity to work overtime.

Serves as the agent between Branches and the Home Office in a call center environment. Reviews, updates, maintains, and services accounts. Protects the Firm, Financial Advisors (FAs), and the client by enforcing collection procedures, policies, regulations, and monitoring activity in accounts, while providing superior service. Department needs assistance for year-end volumes including working through Money Movement requests and related items.

• Review, update, maintain, and service accounts in a call center environment.
• Enforce collection procedures, policies, and regulations; monitor activity in accounts to protect the Firm, Financial Advisors, and clients.
• Assist with year-end volumes and Money Movement requests.

• Skills:
  
  Attention to detail, quality focus, strong communication, ability to multi-task in a fast-paced environment, and computer literacy.
• Requirements: MS Office Applications – Outlook, Word, Excel, etc., and 1-2 years of banking and/or customer service work experience or a college degree.
• Knowledge:
  Word processing, database, spreadsheet, and email applications to create/edit documents, reports, and correspondence; compliance awareness with a risk-conscious mindset.
• Skills in verbal and written communication to interact with all levels of management, associates, and counterparts at other firms.
• Ability to handle a high volume of calls from Financial Advisors and associates while delivering excellent customer service; multitasking is important.
• Ability to project a professional demeanor and train associates on new duties and tasks; work well under stress and deadlines.
• Educational/
  
  Experience:
  
  High School Diploma or equivalent; or any equivalent combination of education, experience, and/or training as approved by HR.