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    Financial Customer Support - Purchase, United States - Bernard Nickels & Associates

    Bernard Nickels & Associates
    Bernard Nickels & Associates Purchase, United States

    Found in: Lensa US 4 C2 - 1 week ago

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    Description

    Location:

    • Purchase NY

    Duration:

    • 7 months with the possibility of extension

    Responsibilities

    • Heavy phone contact with Financial Advisors and branch office personnel.
    • Proficiently utilize all Advisory support applications as well as navigate other system tools.
    • Provide proactive education and assistance on Advisory programs with respect to product, policies, procedures, and systems navigation.
    • Assist with questions involving new account opening procedures, generation of proposals for active clients or prospects, trading of accounts and training on various program policies and guidelines.
    • Drive process improvement efforts through feedback to Department management.
    • Work collaboratively with team members by managing call volume and service levels while providing outstanding service.
    • Utilize Customer Relationship Management systems effectively.
    • Participate in FSS cross training programs to broaden depth of knowledge across Advisory programs.

    Qualifications

    Knowledge and Skills Required:

    • Bachelors degree in either Economics or Finance (course work should involve investments - stocks, bonds, ETFs & Mutual funds, investment portfolio construction, Asset Allocation theory)
    • Professional experience in Financial Services. Preferably in areas dealing with investments (stocks, bonds, ETFs & Mutual funds) is a plus but not required.
    • Enthusiastic team player, self-motivated, ability to prioritize and work in a fast-paced environment
    • Clear and efficient communicator
    • Ability to build relationships across departments throughout the firm
    • Result oriented individual who is flexible and able to adaptable to change
    • Strong focus on customer service
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