Customer Service/Client Services/Financial Services

Title: Customer Service/Client Services/Financial Services

Duration: 6 Months (Opportunity for extension)

Location: : St. Petersburg, FL 33716

Working Model: Hybrid role- Onsite 3 days per week

Pay Rate Range: $20-$23/Hr on W2

Job Description

Responsibilities:

• Processes financial documentation and transactions with a focus on accuracy and compliance, while performing occasional outbound calls to support operational needs.

• Answers and responds to email inquiries.

• Assist with requests for information, referring more complex matters to colleagues.

• Carry out standard customer service activities and handle simple customer inquiries.

• Maintain files and records.

• Organize own work schedule each day in line with changing priorities.

• Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.

• Develop and maintain excellent procedural or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching.

• Processes forms and performs basic distributions and internal transfers.

• Interprets rules and regulations by applying Decedent Solutions knowledge.

• Reviews client requests for corrections to determine proper course of action and provide guidance to branch personnel on resolution

• Maintains knowledge of rules and regulations by utilizing internal and external resources, as well as continuous training.

• Communicates, researches and resolves issues with other internal departments.

• General office practices and procedures.

• Microsoft Word, Access, Excel and Outlook to create/update documents, reports, spreadsheets.

• Work Schedule: The worker can choose either 8:00am-5:00pm or 9am-6pm

Skills:

• Organizational and time management skills sufficient to prioritize workload, handle multiple tasks, and meet deadlines.

• At least 2 years of RECENT experience within the financial services, OR someone who has recently graduated with a Bachelor's degree in finance or related field and some professional work experience is preferred.

• Strong data entry skills with a high attention to detail. Please administer an alpha-numeric data entry assessment to all candidates. Qualifying scores must be at least 5500 KPH with at least 85% accuracy in order to be considered for the role. Please include the scores on top of the candidate's resume.

• Professional demeanor

• Problem solving and analytical skills sufficient to assess client issues and accurately provide resolutions.

• Communicate information orally and in writing in a clear and effective manner sufficient to explain complex regulations.

• Acquire and maintain new knowledge in an ever changing regulatory environment.

• Uses clear and effective verbal communications skills to express ideas, request actions and formulate plans or policies.

• Supports business processes by effective use of standard office equipment and standard software packages.

• Plan, organize, prioritize and oversee activities to efficiently meet business objectives.

• Connect with customers to strengthen the relationship, meeting personal needs through positive customer experiences.

• Meet high customer service standards.

• Understand and effectively operate all customer management systems.

• Perform elementary data analysis for use in reports to help guide decision making.

• Select, deploy and get the best results from the most appropriate office system.

• Quick learner / ability to learn and apply different processes simultaneously

• Ability to navigate through several different systems at once, using a dual monitors