Develop one on one relationships with advisors, their staff, and end clients. Work independently to assist callers with tailored support to meet their needs. Serve as the callers primary point of contact and own the callers issue from start to finish quickly and thoughtfully handle complex and escalated issues from representatives and customers.
Provide support on various computers systems associated with the broker/dealer. Maintain a minimum call requirements and quality review scores while adhering to assigned work schedule. Utilize CRM tool to accurately record and track calls. Participate in special projects and team accountabilities including training and support of internal and external contacts.
Nice To Haves:
Bachelors degree in finance, accounting or business
1+ year of work exp in the financial industry
2+ years of exp delivering excellent problem resolution , organizational and follow up skills
Previous exposure to client servicing and or account management highly desirable.
Demonstrated exp communicating orally and in writing
Beacon Hill is an Equal Opportunity Employer that values the strength diversity brings to the workplace. Individuals with Disabilities and Protected Veterans are encouraged to apply.
If you would like to complete our voluntary self-identification form, please click here or copy and paste the following link into an open window in your browser: https://jobs.beaconhillstaffing.com/eeoc/
Completion of this form is voluntary and will not affect your opportunity for employment, or the terms or conditions of your employment. This form will be used for reporting purposes only and will be kept separate from all other records.
Company Profile:
Beacon Hill Technologies, a premier National Information Technology Staffing Group, provides world class technology talent across all industries utilizing a complete suite of staffing services. Beacon Hill Technologies' dedicated team of recruiting and staffing experts consistently delivers quality IT professionals to solve our customers' technical and business needs.
Beacon Hill Technologies covers a broad spectrum of IT positions, including Project Management and Business Analysis, Programming/Development, Database, Infrastructure, Quality Assurance, Production/Support and ERP roles.
Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting www.bhsg.com .
