Specialist CSS T2 Hotline Support Team- Remote
Specialist CSS T2 Hotline Support Team- Remote
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Salary Not Disclosed
1 Vacancy
Job Description
As a Move Money Asset Transfer Specialist you will promote client loyalty by providing the highest quality support to our internal and external customers via inbound/outbound phone calls and internal chat support relating to the movement of funds. You will be a primary contact for our branch partners and clients internal partners and external clients and provide best in class service by:
Effectively managing and evaluating risk when reviewing client account money movement requests including but not limited to check requests check deposits ACAT transfers and domestic and international wires.
Responding to questions on a wide array of technical and operational subjects.
Actively listening assessing client needs researching information and providing clients with innovative solutions.
Problem solving and conducting research/special requests through the use of email telephone and our internal inquiry system.
Identifying situations where escalation is warranted and taking the necessary action quickly in a highrisk environment.
Communicating effectively and delivering work that is detailed and clear.
Working collaboratively and efficiently with others in a fastpaced environment.
Proactively educating clients and internal partners on our products and services.
Supporting business initiatives by developing strong partnerships.
Prioritize multiple internal chat conversations simultaneously and actively lead chat dialogues for efficiency and effectiveness.
Handling escalated calls when warranted and resolving client issues by taking appropriate action quickly in a highrisk environment.
Demonstrating leadership and the ability to be a role model and mentor your peers.
What you have
Required:
2 years experience in client service or operations with brokerage/financial industry preferred.
Handling escalated calls when warranted and resolving client issues by taking appropriate action quickly in a highrisk environment. Demonstrating leadership and the ability to be a role model and mentor to your peers.
Preferred:
Bachelors degree or equivalent work experience preferred.
Proactively educating clients and internal partners on our products and services.
Supporting business initiatives by developing strong partnerships.
Strong interpersonal verbal and written communication skills.
Excellent operational and followup skills with the ability to manage complex work.
Demonstrated ability to be selfdirected and quickly develop a full understanding of our business.
Intermediate to advanced level of knowledge regarding regulatory audit and compliance policies regarding the securities industry.
Positive attitude team oriented enthusiastic professional forward thinker and strong work ethic.
Employment Type
Full Time
