Financial Operations Representative

Location: Remote
Compensation: To Be Discussed
Staff Reviewed: Wed, Apr 03, 2024
This job expires in: 22 days

Job Summary

A company is looking for a Financial Services Operations Representative.

Key Responsibilities:
  • Perform daily account activities to provide excellent service to customers by processing financial service requests efficiently and accurately
  • Review transactions for quality, ensuring accuracy and escalating concerns as needed
  • Communicate effectively with clients, advisors, and shareholders to resolve issues and clarify requests

Required Qualifications:
  • Critical thinking skills with the ability to analyze information and make educated decisions
  • 1-2 years of business experience in customer support, customer service, or transfer agency roles for Rep. II and III positions
  • High School Diploma or equivalent with 1-year work-related experience
  • Prior financial services experience preferred, specifically in operations transaction processing and/or phone-related roles
  • Dedicated quiet workspace in home for training and work without distractions or interruptions

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