04 Mar
Client Associate
Tennessee, Nashville , 37238 Nashville USA

Vacancy expired!

Our client, a multinational investment bank and financial services company, is seeking a Client Associate

Location: Nashville, TN

Position Type: Contract

We're looking for a Customer Service Representative to: Interact with customers to provide information in response to inquiries about products and services and to handle and resolve complaints.

Major Job Duties and Responsibilities: -Respond to inquiries from branches/clients regarding the account opening and maintenance process, including client verification and forms approval in a timely and efficient manner. -Learn basic Legal and Compliance knowledge around the account process. -Proactively track service issues and escalate them to product areas for resolution. -Occasional weekend work may be required from time to time

Education/Experience: -Bachelor's degree preferred -Customer service required. Experience in the Financial Services or Brokerage industry - preferred

Skills and Competencies: -Proficient in basic mathematical skills -Strong Verbal and written communication skills, attention to detail, customer service skills and interpersonal skills; strong verbal communications skills using the phone -Ability to sustain long-term relationships with internal and external clients -Ability to work independently and manage one's time -Ability to accurately document and record customer/client information -Previous experience with computer applications, such as MS Outlook or data entry software (Typically required)

Vacancy expired!


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