Senior Client Experience & Operations Specialist

Jobtailor; Arizona; On-site; USD 42,000 - 60,000; Full time

Job summary

Jobtailor in Arizona is seeking a client-focused Call Center Specialist to support financial services clients. You will handle new account paperwork, transfers, and inquiries, while collaborating with desk advisors and specialists to ensure accurate processing and excellent service.

You will need 2+ years in client-facing roles within financial services and strong MS Office skills; Salesforce and Client Works experience is a plus.

Qualifications

• 2+ years’ direct client experience in the financial services industry.
• 1+ years’ call center experience.
• Proficient in Microsoft Office and web-based applications.
• Experience using Salesforce and Client Works a plus.
• Excellent verbal and written communication skills.
• Positive, customer-focused attitude with a desire to provide outstanding service.
• Problem-solving skills and the ability to work effectively within a team.
• Ability to learn complex financial information and terminology quickly.

Responsibilities

• Prepare and process new account paperwork.
• Track rollovers and transfers, including ACAT.
• Assist desk advisors with client queries via inbound/outbound calls.
• Address account maintenance, cash management, and tax reporting.
• Proactively refer clients to Financial Advisors for trading requests.
• Review court documents related to Death and Divorce Processes.
• Participate in customer service and operational training.
• Provide feedback on client experience and operational efficiencies.
• Communicate operational and financial industry policies and procedures.
• Exercise excellent business judgment.
• Research and resolve client issues.
• Refer new clients going through the Estate Process to Financial Advisors.

Skills

Client account management

Call Center Experience

Financial Services Knowledge

Microsoft Office Proficiency

Problem-Solving Skills

Tools

Sales Force

Client Works

Web-Based Applications

Job description

Jobtailor in Arizona is seeking a client-focused Call Center Specialist to support financial services clients. You will handle new account paperwork, transfers, and inquiries, while collaborating with desk advisors and specialists to ensure accurate processing and excellent service.

You will need 2+ years in client-facing roles within financial services and strong MS Office skills; Salesforce and Client Works experience is a plus.