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    Customer Support/Account Rep - Columbus, United States - ApTask

    ApTask
    ApTask Columbus, United States

    4 weeks ago

    Default job background
    Description
    About Client:
    Client is a global financial services firm that provides a wide range of investment banking, securities, wealth management, and investment management services. It is a prominent global financial services firm with a rich history and a strong presence in the financial industry.
    The Client is committed to corporate responsibility and sustainability. It aims to make a positive impact on society through various initiatives, such as promoting environmental sustainability, supporting diversity and inclusion, and engaging in philanthropic activities.

    Rate Range: $18-$19.17/Hr

    Job Description:
    Responsibilities:
    • Provide support to high profile Financial Advisors and their support staff regarding Alternative Investment transactions, including subscriptions, transfers, redemptions, and document revisions/amendments
    • Field and document anywhere from 20-50 phone calls per day on the *** Service Network
    • Maintain detailed call log documentation utilizing Salesforce CRM software
    • Remain vigilant on daily scheduled activates
    • Partner with various teams within *** Client Solutions & Investment Solutions organizations such as Reg D, Transactional Processing, Product Management, Product Development, Platform Solutions, etc.
    • Effectively comprehend and communicate nuanced complications surrounding Alternative Investment products.
    • Engage in AD Hoc projects that supports various Alternative Investment Operations teams.
    • Provide World Class Service Financial Advisors and their support staff.
    • Participate in continuous educational training sessions to maintain knowledge of Alternative Investment products and systems.
    • Follow professional telephone etiquette on all calls
    • Handle interactions in a professional manner to maintain caller satisfaction
    • Ensure high service quality during interactions on inbound/outbound calls
    Qualifications:
    • Bachelor's degree required
    • 2-3 years of experience in the financial services industry
    • Capacity to maintain professionalism through adverse situations
    • Ability to thrive in a fast paced and changing environment
    • Excellent written and verbal communication skills
    • Excellent reading comprehension skills
    • Excellent attention to detail and follow-up
    • Proficient in the Microsoft suite of products (Excel, PowerPoint, Word, Access)
    • Experience in Wealth Management is a plus
    • Experience with Customer Service is a plus
    • Experience Salesforce CRM software is a plus
    • Passed SIE Exam is a plus
    • Ability to work efficiently and effectively in a remote environment.
    • Learn about Alt Products
    Non-benefitted (other than those mandated under state or federal law).Please note that this position does not include paid time off benefits. ApTask offers subsidized insurance coverage to our employees.

    About ApTask:
    Join ApTask, a global leader in workforce solutions and talent acquisition services, as we shape the future of work. We offer a comprehensive suite of offerings, including staffing and recruitment services, managed services, IT consulting, and project management, providing unparalleled opportunities for professional growth and development. As a member of our dynamic team, you'll have the chance to connect businesses with top-tier professionals, optimize workforce performance, and drive success for our clients across diverse industries. If you are passionate about excellence, collaboration, and innovation, and aspire to make a meaningful impact in the world of work, come join us at ApTask and be a part of our mission to empower organizations to thrive.

    Applicants may be required to attend interviews in person or by video conference. In addition, candidates may be required to present their current state or government issued ID during each interview.

    Candidate Data Collection Disclaimer:
    At ApTask, we prioritize safeguarding your privacy. As part of our recruitment process, certain Personally Identifiable Information (PII) may be requested by our clients for verification and application purposes. Rest assured, we strictly adhere to confidentiality standards and comply with all relevant data protection laws. Please note that we only collect the necessary information as specified by each client and do not request sensitive details during the initial stages of recruitment.

    If you have any concerns or queries about your personal information, please feel free to contact our compliance team at
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