Support Associate - Montvale, United States - Madison Trust Company

Madison Trust Company

Verified Company

Montvale, United States

3 weeks ago

Posted by:

Mark Lane

beBee recruiter

Description

We are looking for someone with smarts, attention to detail, a can do attitude and a strong interest in professional growth to join and grow with our growing company.

Madison Trust / Broad Financial is an integrated, rapidly growing, Bergen County based financial services group comprised of a chartered trust company, an IRA services specialty group, multiple alternative investment fund affiliates and a real estate group.

We are the number one rated Self Directed IRA Custodian in the country largely due to the superb client support and direction we provide.

We are seeking a Operations Associate to join - and grow with - our Self Directed IRA client support team.

You will ensure a smooth process for our clients and provide white glove client support. You will garner exposure to the operational, compliance and customer support functions of a growing financial services firm.

Responsibilities

Answer client questions about the Self Directed IRA process in an engaging and "happy to help" manner.
Conduct timely follow up with clients and guide them in the transfer and funding process.
Ensure documentation is properly produced and shipped, with a detailed eye for quality control and presentation.
Answer and direct incoming client inquiries and direct them to the appropriate department.

Requirements:

A can do attitude and a strong interest professional growth.
Highly organized with the ability to multitask and track multiple workflows simultaneously.
Background in customer support, financial / banking services a plus.
A professional and pleasant demeanor, both in person and on the phone and a client centric mindset
Bachelors degree in a related field a plus though definitely not a requirement.

Pay:
$42, $54,000.00 per year

Benefits: