New Account Service - South Jordan, United States - Lenmar Consulting Inc.

Description

Job Description

Serves as a subject matter expert and point of contact via inbound calls for Brokerage branch personnel in regards to client onboarding and account maintenance.

• Engage internal clients via both inbound and outbound phone calls
• Act as initial and ongoing support during account opening and lifecycle of account
• Providing worldclass service to internal clients
• Build relationships with internal clients while providing solutions that adhere to internal policies and procedures
• Address issues promptly and effectively
• Ability to maintain success in an evolving environment

• Must be willing to work in an environment that requires 100% phonebased internal client interaction
• Strong phonebased and written communication skills with individuals at all levels, internally and externally
• Exude confidence with internal clients when providing solutions
• Exceptional critical thinking skills
• Problem solving, personal accountability, ownership, and professionalism
• Ability to learn quickly and apply knowledge
• Apply concepts to real life situations
• Teamwork as well as ability to work well individually
• Proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint