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Remote Financial Account Associate

Job is Expired
Location: Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, Wyoming
Compensation: Salary
Staff Reviewed: Wed, Nov 30, 2022
Job Category: Financial
Weekly Hours: Full Time
Employer Type: Employer
Career Level: Experienced

Job Summary

A financial services company has an open position for a Remote Financial Account Associate.

Core Responsibilities Include:

  • Responding to producer inquiries via phone or email to research records to resolve discrepancies
  • Handling basic inquiries and interacting with other internal functions
  • Partnering with sales to enhance producer relationships focusing on service support

Required Skills:

  • Minimum of 1 year customer service experience
  • Ability to handle basic inquiries and interact with other internal functions
  • Ability to respond to producer inquiries via phone or email to research records to resolve discrepancies
  • Ability to handle multiple priorities
  • Good organizational skills
  • Good communication skills

COMPLETE JOB DESCRIPTION

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