Our Corporation is an American multinational financial services company. It offers banking, commercial banking, an electronic trading platform, and wealth management advisory services to both retail and institutional clients. For more than 40 years, we have been an advocate for individual investors and the financial professionals who serve them. Come Join our team today!
Job Title: Customer Service Representative - Finance
Location: Omaha, NE / remote for now but back in office by January/February
Contract Length: 12 Months, possibility for contract to perm hire
Pay Range: $17-$18/hr
Hours: Monday - Friday 8 AM - 4:30 PM
Responsible for any one or more of the following:
- Handling customer/client/contra calls
- Opening new accounts
- Updating existing accounts
- Customer correspondence
- Transfer of accounts
- Wired funds
- Foreign currency conversion
- Received/issued checks and stock certificates.
- Previous customer service and data entry experience with a high degree of accuracy.
- Must be articulate, have a pleasant telephone manner and excellent verbal and written skills.
- Flexibility is a key aspect of this role and must be equally comfortable with direct client interaction as well as having the ability to network
- Research and resolve client operational issues.
- General PC skills required including experience with Word, Excel and Outlook.
- Customer Service
- Operate Cash Register
- Retention Management
- Promote Customer Loyalty Plan
- Clerical Works