Client Service / Operational Representative- Lake Mary FL at Volt in lake mary, Florida

Customer Service / Operational Representative

Let Volt help you get into the career you always wanted. Volt is immediately hiring for Customer Service / Operational Representative in Lake Mary, FL. Work with a Great Global Financial Company. Growth Opportunity. Amazing Team Collaboration. As a Customer Service / Operational Representative, you will:

• Assist Registered Investment Advisory (RIA) clients with opening new brokerage accounts, processing fund transfers, and maintaining brokerage accounts.
• Handle inbound phone calls and email inquiries from existing clients, often resolving complex requests over multiple days.
• Guide clients through brokerage platforms and web tools, ensuring accurate and complete resolution of inquiries.
• Manage multiple open client requests simultaneously, maintaining organization, follow-up, and documentation.
• Provide professional, calm, and thorough service while building trust with long-term clients.
• Resolve discrepancies and issues related to transfer requests promptly.
• Review transfer documentation for completeness and accuracy

This is a Full Time opportunity. The ideal Customer Service / Operational Representative candidate will have:

• Working background or education in Financial Services (brokerage securities or retail banking preferred)
• Proven ability to analyze and work through complex data or scenarios
• Strong organizational skills with the ability to manage multiple tasks
• Comfortable handling a high volume of phone calls and email communications
• Knowledge of account transfer processes and relevant regulatory requirements
• Familiarity with financial services systems and processing tools
• Proficiency with Microsoft tools

Pay Rate: $25.00. Pay range offered to a successful candidate will be based on several factors, including the candidate's education, work experience, work location, specific job duties, certifications, etc. Qualified candidates should APPLY NOW for immediate consideration! Please hit APPLY to provide the required information, and we will be back in touch as soon as possible. Benefits: Volt offers benefits (based on eligibility) that include the following: health, dental, vision, term life, short term disability, AD&D, 401(k), Sick time, and other types of paid leaves (as required by law), Employee Assistance Program (EAP). Volt is an Equal Opportunity Employer and prohibits any kind of unlawful discrimination and harassment. Volt is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment on the basis of race, color, religion or belief, national origin, citizenship, social or ethnic origin, sex, age, physical or mental disability, veteran status, marital status, domestic partner status, sexual orientation, or any other status protected by the statutes, rules, and regulations in the locations where it operates. If you are an individual with a disability and need a reasonable accommodation to assist with your job search or application for employment, please email View email address on click.appcast.io or call View phone number on click.appcast.io. Please indicate the specifics of the assistance needed. Volt does not discriminate against applicants based on citizenship status, immigration status, or national origin, in accordance with 8 U.S.C. 1324b. The company will consider for employment qualified applicants with arrest and conviction records in a manner that complies with the San Francisco Fair Chance Ordinance, the Los Angeles Fair Chance Initiative for Hiring Ordinance, and other applicable laws. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from VOLT and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy at volt-information-sciences-privacy-policy.pdf