Client Support Specialist

Phyton Talent Advisors; Dallas (TX); On-site; USD 27,552 - 28,929; Part time

Job summary

A prominent staffing agency in the United States is seeking an Operations Associate for a client in the financial services sector. This entry-level role requires processing daily tasks related to asset movement and account maintenance, while ensuring accuracy and compliance with regulations. Candidates must have a high school diploma and at least one year of relevant experience. Strong attention to detail and effective communication skills are essential. The pay range is $20.00-$21.00 per hour.

Qualifications

• 1+ years of experience working with Microsoft Office.
• 1+ years of experience in the financial services industry.
• 1+ years of experience processing in a high volume and deadline driven environment.

Responsibilities

• Process daily work associated with your department including asset movement, account transfers, or new account set-up and maintenance.
• Process routine and complex transactions accurately and efficiently.
• Identify, interpret and resolve potential problems.

Skills

Attention to detail

Problem resolution

Organizational skills

Professional communication

Education

High School Diploma or GED

Tools

Microsoft Office

Job description

Phyton Talent Advisors provided pay range

This range is provided by Phyton Talent Advisors. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

$20.00/hr - $21.00/hr

Our client a well known Financial Services Company is seeking a Operations Associate in their New York, New York Location

Description:

• Process daily work associated with your department which may include asset movement, account transfers, or new account set-up and maintenance
• Process routine and complex transactions in an accurate, timely and efficient manner
• Proactively work to identify, interpret and resolve potential problems
• Independently follow procedures to meet service level agreements and achieve quality metrics
• Learn, use and support various financial products, software and systems
• Comply with company policies and regulatory requirements

What you need to have:

• High School Diploma or GED
• 1+ years of experience working with Microsoft Office
• 1+ years of experience in the financial services industry
• 1+ years of experience processing in a high volume and deadline driven environment

Our top performers share the following traits:

• High attention to detail; the ability to process work accurately and meet deadlines
• Ability to work independently and think critically exercising good judgment
• Excellent problem resolution, organizational, and follow-up skills
• Strong professional communication; ability to develop positive working relationships
• Ability to embrace change and work in a fast-paced environment

Seniority level

• Entry level

Employment type

• Contract

Job function

• Finance

Industries

• Banking