Financial services representative Jobs in Lewisville, TX

Job Description

Financial Services Operations Representative I, II and III (GIDS Core Processing)

Remote | Alabama, Arizona, Connecticut, Florida, Georgia, Illinois, Kansas, Massachusetts, Maryland, Maine, Michigan, Minnesota, Missouri, North Carolina, New Hampshire, Ohio, Oregon, Rhode Island, South Carolina, Tennessee, Texas, Wisconsin, Wyoming

Remote Work Schedule : Our hours of operation are Monday through Saturday, 8am to 8pm EST. To compensate for Saturday hours, additional time off will be provided during the week. Candidates can expect to work an 8-hour shift within these operational hours.

Training will be the first 4-6 weeks Monday – Friday 8am to 5pm EST (7am-4pm CST) with mandatory attendance to ensure you receive the best support and education to prepare you for your new role.

Role Overview

As a Financial Services Operations Representative, you will be providing transaction-processing services with a service orientated approach for our Mutual Fund clients. You will work as part of a team to provide proactive and innovative solutions with a high attention to detail and accuracy.

This role will be primarily operational in nature; however, you will also have opportunity to interact with account holders while working to research and resolve open items. Our team members share a commitment to ongoing professional development and delivery of exceptional quality service.

Why You Will Love It Here

Flexibility : Remote Work Model & a Business Casual Dress Code, including jeans

Your Future : 401k Matching Program, Professional Development Reimbursement

Work / Life Balance : Flexible Personal / Vacation Time Off, Sick Leave, Paid Holidays

Your Wellbeing : Medical, Dental, Vision, Employee Assistance Program, Parental Leave

Diversity & Inclusion : Committed to Welcoming, Celebrating and Thriving on Diversity

Training : Hands-On, Team-Customized, including SS&C University

Extra Perks : Discounts on fitness clubs, travel and more!

What you will be doing

Perform daily account activities to provide excellent service to our customers by processing financial service requests with efficiency and accuracy.

After attending formal training, execute service requests, which include purchases, redemptions, transfers, exchanges, account maintenance and new account set-up.

Meet and surpass quality and productivity objectives within current role; bringing a quality mindset to all aspects of the work.

Review transactions for quality, ensuring the accuracy of the work entered; escalating areas of concern as needed for quality improvement purposes.

Work collaboratively within a virtual environment to build and maintain strong relationships both internally and externally.

On a daily basis, effectively communicate with advisors, shareholders, and the client over the phone in order to resolve complex issues or clarify incoming requests.

Utilize internal and external resources to maintain a working knowledge of relevant account and industry trends.

Coordinate and participate in special projects as assigned.

Reps II and III will be reviewing and ensuring accuracy of work entered, providing coaching when needed and making recommendations for procedural changes.

What You Will Bring

Critical thinking skills with the ability to review and analyze information from multiple resources to make an educated decision; strong problem solving and resolution skills.

Service related skill set with ability to maintain a strong attention to detail and accuracy.

Demonstrated ability to meet deadlines, remain adaptable and flexible with change.

Exceptional written and verbal communication skills.

Demonstrated computer skills with the ability to navigate and toggle between multiple programs and internal resources simultaneously to perform daily functions.

Self-motivation with demonstrated ability to work and collaborate in a virtual environment.

High School Diploma or equivalent with 1-year work-related experience.  Preference is given to candidates with prior financial services experience; specifically with operations transaction processing and / or phone related experience.

1-2 years business experience in customer support, customer service, or transfer agency roles required for Rep. II and III.

Required Minimum Work-space and Internet Specifications :

High speed internet

Dedicated quiet workspace in your home to attend training and work without distraction, background noise and / or interruption.