Financial Services Representative – Aston Carter Remote Jobs

Job Type: Financial Services Representative from home
Location: California work from home
Company: Aston Carter

For our customer in San Diego, we are hiring financial services professionals to begin in April! If you think this is a perfect role for you, read the details below and apply.

Pay: $21-$23, based on experience and degree

Location: San Diego; remote training

Timeframe: 3-6 Month Contract- If they perform well, they might be given a permanent post.

Beginning in April 2023

Responsibilities:

• A degree in any business field OR 1-3 years of experience working with clients in a financial services environment
• Microsoft Word, Excel, and Outlook proficiency is essential.
• Must function well in a group setting
• Must be able to perform successfully under pressure with short deadlines.
• Must have the ability to prioritize activities, perform well under pressure, and stay focused.
• Must have two or more years of customer service experience and be self-motivated.
• Must be eager and driven to engage clients in proactive communication
• Prior research and problem-solving expertise preferable
• Must possess a minimum of an Associates Degree.

Requirements:

• On-site training with the possibility of a hybrid model
• Validating documentation, activating and maintaining advisor accounts
• Investigate, address, and follow-up on any transfers, cash movements, account restrictions, and restrictions on the distribution of documents once problems are rectified.
• If necessary, get in touch with contra businesses to check on submitted transfers or to ask more general questions about their policies or delivery details.
• Examine and handle any requests from clients for advisors and their clients on cash management, transfer requests, and banking needs.
• Evaluate all paperwork that is received, keep track of pending issues and inform clients, collaborate closely with clients to find solutions, and precisely handle accounts as they are settled
• conducting extensive study on challenges, identifying the best courses of action, and providing the customer with the best possible service while minimizing risk for the firm
• Work together internally with relationship managers to ensure appropriate investigation and prompt issue resolution.
• Do fundamental tasks in all areas while serving as a subject matter expert for two or more back office specialized areas.