Job Description

Join a Leading Financial Services Team!

We're seeking motivated and client-focused individuals to join our team as Client Relationship Associates. If you're passionate about helping others, thrive in a fast-paced environment, and are eager to build a career in the financial services industry, we want to hear from you!

Training and Work Schedule:

• Start Date: Contractors will begin the Friday before the scheduled Monday start for equipment pickup and New Hire Orientation.
• Training: 100% attendance is required.
• Training Hours: Monday - Friday, 8:30 AM - 5:00 PM EST.
• Hybrid Training: Remote (Monday/Friday), On-site (Tuesday-Thursday).
• Post-Training: Work Hours: Monday - Friday, 9:30 AM - 6:00 PM EST (Daylight Savings Time).
• Hybrid Work: Remote (Monday/Friday), On-site (Tuesday-Thursday).
• 37.5-40 hour work week.
• 100% attendance required during the training period.
• Occasional overtime may be available.

About Us:

We are a leading financial services company committed to a client-first philosophy, high ethical standards, and a collaborative, team-oriented culture. As a Client Relationship Associate, you'll play a crucial role in providing exceptional service and building lasting relationships with our valued investors.

What You'll Do:

As a Client Relationship Associate, you'll be the primary point of contact for our clients, providing expert assistance and guidance via phone. You'll:

• Answer inbound calls and address investor inquiries related to accounts, transactions, and financial products.
• Become a subject matter expert through comprehensive paid training.
• Utilize virtual technology to build rapport and understand client needs.
• Process monetary and administrative transactions accurately and efficiently.
• Document client feedback and contribute to process improvement initiatives.
• Position relevant products and services using a consultative approach.
• Develop a strong understanding of funds, products, and services, and of the overall Financial Services industry.

What We're Looking For:

• Strong communication and relationship management skills.
• Aptitude for learning new software technologies.
• Ability to explain complex information clearly and concisely.
• Team-oriented mindset with a commitment to helping others.
• Self-motivation and a drive to succeed.
• Flexibility and adaptability in a fast-paced environment.
• Willingness to learn and grow within the financial industry.

Key Responsibilities:

• Serve as the initial point of contact for client inquiries.
• Complete monetary and administrative transactions following standardized processes.
• Position products and services using a consultative approach.
• Develop knowledge of funds, products, and services.
• Participate in special projects as assigned.

Compensation and Benefits:

• Pay Rate: $23/hour.
• Internet Stipend: $80 per month (subject to client needs and availability).

Work From Home Expectations:

• Adherence to virtual meeting schedules.
• Dedicated, private workspace within your home.
• Internet speed test that meets this assignment's expectation of 1Gbps download speed (100mbps) and at least 30 Mbps upload speed.
• Data protection.

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