Client Service Role (Financial Services)

Company: Ascendo Resources
Location: Franklin
Posted on: March 26, 2020

Job Description:

Ascendo Resources is currently seeking a Client Service Associate to work full-time, temp-to-hire.-- Position is full-time, contract-related, and offers $17.00 - $20.00/hr. We are recruiting for an Client Service Associate to work in Franklin, Tennessee.-- Primary responsibilities:-- Answer inbound calls from branch personal.-- Provide support and guidance with internal clients involving the maintenance of the Client's accounts associated with the Firm's investment products and providing estimated time frames for requests to be completed. Qualifications: Skills Required:Financial services/Banking/ Brokerage experience preferred Exceptional phone conversation skills Able to perform efficiently in a fast-paced, changing environment, handling a wide variety of tasks Strong organizational skills, attention to detail, and excellent follow-up skills Ability to be self-motivated and succeed in a team atmosphere Candidates must have flexibility in work schedule. Hours of operation for this team are Monday - Friday, 8 AM until 6 PM. ( 8 hour shift between these times) Superior customer-centric focus, with proven ability to thoroughly resolve customer inquiries Skills Desired:Bachelor degree is preferred Background in financial services Four year degree in related field Successful completion of the SIE exam is a plus (first half of the Series 7 exam)

Keywords: Ascendo Resources, Franklin , Client Service Role (Financial Services), Accounting, Auditing , Franklin, Tennessee