Client Services Associate
Compunnel Inc.South Jordan, UT, United States1 day ago
Job type
- Full-time
Job descriptionApply Firm verification policies for all clients to avoid identity theft and fraudulent activity Keep current on SEC / FINRA, Compliance and Firm guidelines and apply to processing and all interactions to ensure risk mitigation College degree preferred 3-4 years financial services industry experience preferred including client service interactions, and knowledge of estates, trusts, and retirement plans, account opening and asset distribution processes Basic clerical and administrative skills Effective written and verbal communication skills Excellent interpersonal and client service skills Organizational skills, attention to detail and excellent follow up skills Ability to research and resolve problems and service inquiries and escalate when appropriate Ability to efficiently handle a high volume of requests in a fast paced environment Strong computer skills including Microsoft Suite Basic knowledge of Morgan Stanley systems and procedures Be self-motivated and able to work in a strong team and high activity environment.
DUTIES and RESPONSIBILITIES :
- Providing dedicated one-on-one support for the client throughout the inheritance process leveraging effective relationship management skills
- Proactively communicating with clients by phone and or email to provide a high level of service, transparency, and empathy to clients and beneficiaries.
- Process & follow up client service requests to ensure completion in a timely manner '
- Set appropriate expectations with clients and beneficiaries for requests, in line with internal Service Level Agreements, and ensure consistent follow-up
- Provide world class customer service to both internal and external clients in all interactions
- Research and resolve problems with both internal and external clients accurately and in a timely manner
Actively manage, monitor, and document daily case load by utilizing various technology resources
EDUCATION and or EXPERIENCE :
Knowledge / Skills :
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Client Service Associate • South Jordan, UT, United States
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