Client Services Professional II - Quincy, United States - Avenu Insights & Analytics

Description

Job Description

Job Summary:

The ideal candidate is detail and deadline oriented, self-motivated yet works well in a team and has solid interpersonal skills. A general securities transfer agent / financial services background will be an advantage for the candidate, but not required. Training will be provided. Candidate must be able to multitask and prioritize.

Duties and Responsibilities:

• Creation of instructions to process the records to create a report that brings the records current such as:
  • Updating dividends
  • Updating records for a reorg, stock split or other security transactions
  • Updating the records to determine what property is eligible to be reported to each state on the record
  • Reviewing the records for any anomaly and raise this to their manager and the client service representation assigned to the client whose records are being processed

Education and Experience:

Under-graduate degree or 5 years work experience

Knowledge, Skills and Abilities:

Customer Service skills required
Unclaimed property knowledge is preferred

Work Environment:

The noise level in the work environment is usually moderate as the employee works in an office setting, at an individual work station, using telephone and computer

Physical Demands:

• Must be able to remain in a stationary position for most of the day
• Constantly operates a computer and other office productivity machinery, such as a printer/copy machine
• This position needs to occasionally move about inside the office
• The person in this position frequently communicates via telephone

Avenu Summary:

Avenu provides local governments with ways to achieve more predictable revenue that supports growth, fuels modernization and ensures compliance with mandated but underfunded programs. Avenu's revenue enhancement and administrative solutions find and recover license, permit and other taxes that cities and counties struggle to collect. The insights and improved fiscal posture enables governments to deliver expected services and sustain a high quality of life for residents.

Avenu is an Equal Opportunity Employer. Selection for a position will be made without regard to race, religion, national origin, sex, political affiliation, marital status, non-disqualifying physical handicap, and age.