• 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
• Successful completion of any required training