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    Client Service - Baltimore, United States - ApTask

    ApTask
    ApTask Baltimore, United States

    3 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: $20-$24.82/Hr

    Job Description:
    • High volume call/service experience
    • Ability to learn and retain a large amount of information and be able to refer to it quickly to resolve client issues
    • Interest in learning tasks to possibly do combination of service calls and processing
    • Multitasker Candidate will support the Account Transfer (ACATS) team and will be responsible in supporting asset transfers between contra firms.
    • Our clients are our branches and candidate is expected to provide exceptional service to our internal clients along with in-depth knowledge of ACATS and our system.
    • Candidate will be responsible for quality control client paperwork received from our branch offices in order to forward to various financial institutions for further processing.
    • Also have the ability field phone calls from contra firm.
    • They will be working closely with the firm's branch offices.
    • Knowledge of Mutual Funds, Account transfers and overall brokerage information a plus. Strong customer service skills required and the ability to handle a high volume of service-related phone calls.
    • Ideally a candidate would have some financial services background, have service related skills as the department does deal with branch staff, other financial institutions, and other operations departments.
    • Having excellent verbal and written communication skills assists the candidate with their success.
    Qualifications:
    • Organization
    • Efficient communication
    • Attention to detail and a readiness to escalate issues with a sense of urgency are of importance
    • Customer service etiquette
    • Detailed oriented
    • Adaptive to a fast paced environment
    • Team player
    • Responsible
    • Execution oriented with the effective follow through and the ability to multi task and basic understanding of the financial industry a plus
    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:

    ApTask is a leading global provider of workforce solutions and talent acquisition services, dedicated to shaping the future of work. As an African American-owned and Veteran-certified company, ApTask offers a comprehensive suite of services, including staffing and recruitment solutions, managed services, IT consulting, and project management. With a focus on excellence, collaboration, and innovation, ApTask provides unparalleled opportunities for professional growth and development. As a member of the ApTask team, you will have the chance to connect businesses with top-tier professionals, optimize workforce performance, and drive success across diverse industries. Join us at ApTask and be part of our mission to empower organizations to thrive while fostering a diverse and inclusive work environment.

    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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