Temp to perm
Full time hours + medical insurance, sick time
Preliminary dates: of the contract to hire:
Start: 08/19/2024
End: 01/31/2025
Department: Customer Accounts-Margins
Job Category: Accounting/Finance/Risk/Audit Job Title: Customer Accounts Associate
Duties: Full time onsite role for candidates local to the Memphis, Tennessee area
Opportunity for conversion to permanent contingent on attendance and performance
Laptop provided
Specific job functions for year end volume assistance:
Qualified Charitable Distributions
Tax Withholding Setups
Standing Letters of Authority
Check Stop Pays
Additional upskilling available per department needs
Training will be done via zoom for Memphis with other SMEs.
Temps will be given the opportunity to work overtime.
Full time Conversion is possible based on performance and department availability
Job Summary:
- Serves as the agent between Branches and the Home Office in call center environment
- Reviews, updates, maintains, and services accounts
- Protects the Firm, Financial Advisor (FA's), and the client by enforcing collection procedures, policies, regulations, and monitoring activity in accounts, while providing superior service
- Department is in need of assistance for year end volumes including working through Money Movement requests and related items
Skills:
Attention to detail, quality focus, strong communication, ability to multi-task in fast paced environment and computer literacy
MS Office Applications – Outlook, Word, Excel, etc. and 1-2 years of banking and/or customer service work experience or college degree are required
Knowledge of:
- Relevant word processing, database, spreadsheet, and e-mail computer applications to create and/or edit documents, reports, and correspondence
- Compliance, with an eye for situations that could present risk to the firm
Skilled in:
- Verbal and written communication skills to interact with all levels of management, other associates and counterparts at other firms
- Servicing a high volume of calls from Financial Advisors and associates while providing excellent customer service (multi-tasking is very important in this role)
Ability to:
- Project a professional demeanor to train associates on new duties and tasks
- Work thorough complicated activity
- Work independently and in cooperation with supervisor
- Work well under stress created by time deadlines, workflow volume changes, and telephone/associate inquiries
Education:
High School Diploma; college degree preferred
~or~
Any equivalent combination of education, experience and/or training approved by Human Resources.
Required Skills:
MICROSOFT OFFICE
BANKING
MS OUTLOOK
EXCEL
CUSTOMER ACCOUNTS
Additional Skills:
CUSTOMER SERVICE
Languages:
English
Read
Write
Speak
# of Positions: 4
Location:
Memphis, TN
Schedule:
Start Date: 08/19/2024
Estimated End Date: 01/31/2025
Hours Per Week: 40.00
