As a key member of the client service team, the CSA works collaboratively within Axos to ensure smooth account management and contribute to business growth.Act as a primary contact for supported Firms, using working knowledge of RIA and Broker Dealer operations to assist with inquiries related to Account Opening, Account Maintenance, Trading, Corporate Actions, ACATS (Automated Customer Account Transfer Service), Money Movement, and Tax Reporting.
IER Right to Work Poster (English/Spanish).
Prior Experience or Exposure Including: Financial Services, Investment Advisory, Billing, Accounting, Customer Service, Advisor Support, Client Support, Operations Support, Account Management, Broker-Dealer, Financial Advisor, Support Representative, Customer Service Representative, Back Office Operations. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.
Ensure alignment with key organizational partners, including leadership, sales, marketing, operations, finance, legal, and others to ensure aligned business success. Strong communication and presentation abilities to interact at all levels of the clients from C-level to technical and operation levels.
Champion and execute client delivery and service processes to manage client initiatives • Champion voice of the customer feedback for end-to-end client satisfaction and engagement • Develop strong client relationships and identify opportunities to better support their business objectives • Ensure alignment with key organizational partners, including executive leadership, sales, marketing, operations, finance, legal and others to ensure aligned business success • Provide feedback to Credit Processing Leadership team regarding ideas for new offerings and client needs based on synthesizing intakes through the delivery and service process • Map out and execute strategies that will enable scaled adoption of products across key customers • Identify improvement opportunities to gain efficiencies of project methodologies, deliverables, reporting and training to mature capabilities in service and delivery. • Extensive and solid ability to understand complex business and technical concepts and make balanced judgments when faced with trade-offs • Exceptional communication and presentation abilities to interact at all levels of the clients from C-level to technical and operation levels • Solid thought leadership and the ability to influence others through collaborative efforts • Ability to quickly establish credibility and rapport with a broad set of constituencies.
p>The Customer Service Representative position is ideal for someone with strong interpersonal skills, a passion for mental wellness advocacy, and is comfortable working with digital platforms in a fast-paced and emotionally sensitive setting. Key Responsibilities:
The Customer Service Representative's responsibilities include (but are not limited to) the following:
AAA Cooper Transportationan independent subsidiary of Knight-Swift Holdings, delivers comprehensive transportation solutions, specializing in less-than-truckload, dedicated contract carriage, and truckload services. AAA Cooper Transportation is immediately hiring a reliable and experienced Customer Service Representative, Terminal Clerk to join the team at our Omaha, NE Service Center.
p>• Preference given to candidates with these current licenses the Securities Industry Essentials SIE and FINRA General Securities Representative Series 7 Exam and Uniform Securities State Law Exam Series 66 or Series 6365. You will also provide essential support to the Teams financial advisers assisting with their investment research preparing client reports and maintaining accurate account records.
Under general supervision, the customer service representative will take incoming calls, use chat, and complete outbound calls as necessary to assist their customers with answering frequent questions, providing detailed information, processing of applications and resolve any emerging problems that our customer accounts may face with accuracy and efficiency. • Great customer service is expected on every call with our customers: personalize your call, be competent with the information & assistance you deliver to your customer, patient & polite, and be initiative-taking in offering solutions and assistance.
Under general supervision, the bilingual customer service representative will take inbound calls as necessary to assist their customers with answering frequent questions, providing detailed information, processing of customers concerns and inquires. • Great customer service is expected on every call with our customers: personalize your call, be competent with the information & assistance you deliver to your customer, patient & polite, and be initiative-taking in offering solutions and assistance.
For incentive eligible associates, the successful candidate is eligible for an annual incentive opportunity which may be delivered as a mix of cash bonus and equity awards in the Company's sole discretion. StoneCastle Cash Management (SCCM), a division of StoneCastle Partners, LLC (SCP), is seeking a detail oriented Associate to conduct all the trade movement and any/all related tasks.