Operations Support-- GOSDC

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

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 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, the New Account Service Professional will be versed in procedures and policies to ensure that accounts are compliant with the USA Patriot Act.

• Engage internal clients via both inbound and outbound phone calls
• Act as initial and ongoing support during account opening and the lifecycle of the 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