Onsite Role in Franklin, WI
FREE LUNCH IN CORPORATE CAFETERIA DAILY! Monday-Friday, no weekends! One to Two Weeks Training
$15.00/hr to start!
This role is to help support the efforts of a project for the Investment Client Services Department. This person will enter and review sets of data to identify any mismatches in data sets and verify supporting documents. This includes:
Handle lots of data entry
Verify supporting documents.
Resolve inquiries and transactions from Financial Reps and clients on basic and intermediate (semi-complex) level calls and transactions.
Research and evaluate possible solutions to semi-complex problems that requires identifying root cause and some deviations from procedures
Assist with increased volumes during busier periods throughout the year (ie year-end and tax time).
Qualifications
Experience in financial services industry and basic understanding of financial services products
Willing to learn going forward
Strong written and verbal communication skills
Ability to multi-task and handle high volume of calls/case load; strong organization skills with the ability to prioritize tasks.
Ability to navigate multiple systems and applications to complete standard requests