Account Services Representative - Hybrid
$23 per hourinfinia search
Job Description
Job Description
Client Relationship Associate
- Type: Contract (Potential for Extension/Conversion)
- Pay: $23 per hour
- Location: Hybrid in King of Prussia, PA
- Hours: M-F, standard shift
- Start Date: July
Responsibilities:
- Taking inbound calls from clients to assist clients to assist them with their investment needs.
- Maintain familiarity with different investment account types (IRA, Individual, trust accounts)
- Be able to understand basic rules and regulations governing the different account types
- Provide guidance to individuals as they work through issues
- Complete administrative tasks that correlate to client requests
- Document and notate client interactions for case notes
- Navigate multiple computer screens, resources, and software to provide accurate responses
- Develop basic knowledge of products and services
Qualifications:
- Passion for helping others and being able to demonstrate patience, care, and professionalism
- Empathetic predisposition and can navigate difficult and sensitive client situations well
- Strong verbal/written communication skills to relay complex information easily
- Ability to document client situation through detailed clear notes
- Attention for detail, thoroughness, and consistency in the work produced
- Fast learner who can multi-task, and has a passion for continuous learning
- Demonstrate self-sufficiency by using resources to find solutions and meet metrics
- Strong organizational skills to be able to prioritize client requests
- Can adapt to a fast-paced and changing work environment
- Ability to pass thorough background check and attend 100% of training
We’re Infinia Search. We’re a relationship-driven search firm that proves that talent, ambition, curiosity, and an infinite work ethic creates exponential results for our clients and candidates.
Company Description
We’re Infinia Search. We’re a relationship-driven search firm that proves that talent, ambition, curiosity, and an infinite work ethic creates exponential results for our clients and candidates.
Vacancy posted 1 day ago
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