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New Accounts Service Professional

Columbus, OH | Job #: 19-00250

This is a great opportunity to join a leading financial and wealth management organization that offers room for growth and advancement!

Pay Rate: $19.17/hour
Contract Length: 01/22/2019- 07/31/2019
Shift: Monday- Sunday; 7:00AM-11:00PM (7:00AM-4:00PM or 3:00-11:00PM)

Position Overview

  • Serves as a subject matter expert and point of contact for  branch personnel in regards to document questions (status of documents, review, and document updates).
  • Inquiries include, but are not limited to general account maintenance including account opening and navigation.
  • Will be versed in branch scanning procedures related to document status, rejections, scanning errors, scanner operation and proper procedures for escalation of a variety of issues for process improvement.

Skills Required

  • Efficient written and oral communication skills 
  • Exceptional critical thinking skills 
  • Strong interpersonal and service skills 
  • Problem solving, personal accountability, ownership, and professionalism 
  • Ability to learn quickly and apply knowledge 
  • Apply concepts to real life situations 
  • Teamwork as well as ability to work well individually 
  • Strong computer skills 

Skills Desired

  • College degree required.
  • Possess general knowledge of financial markets.
  • Must be able to pass extensive background check, drug screen, and credit check. 
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