Financial Services ProfessionalVirtualVocations • Newark, New Jersey, United States

Financial Services Professional

VirtualVocations • Newark, New Jersey, United States

26 days ago

Job type

Full-time

Job description

A company is looking for a Financial Services Professional (Non-Sales).

Key Responsibilities

Support financial advisors with inquiries regarding deposits, withdrawals, and account transfers

Troubleshoot issues and ensure accurate processing of transactions

Review forms for completeness and assist in compliance and tax allocation reporting

Required Qualifications

Bachelor's Degree is preferred

Ability to handle 25-40 inbound calls daily

Availability for shifts from 8 : 00am to 8 : 00pm EST, Monday to Friday

Must have reliable internet and a quiet workspace

Located within 30 miles of Tempe, AZ

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Service Professional • Newark, New Jersey, United States

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