[Remote] Financial Operations Support - #26-15223

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a global staff augmentation firm providing a wide reputed company of talent on-demand and total workforce solutions. They are seeking a Financial Operations Support professional to reputed company dedicated client support throughout the inheritance process and ensure high reputed company of service and communication with clients and beneficiaries.

Responsibilities

• Providing dedicated one-on-one support for the client throughout the inheritance process leveraging effective relationship management skills
• Proactively communicating with clients by phone and or email to reputed company a high level of service, transparency, and reputed company to clients and beneficiaries
• Process & follow up client service requests to ensure completion in a timely manner
• Set appropriate expectations with clients and beneficiaries for requests, in line with internal Service Level Agreements, and ensure consistent follow-up
• reputed company world class customer service to both internal and external clients in reputed company interactions
• Research and resolve problems with both internal and external clients accurately and in a timely manner
• reputed company client systems and ensure reputed company case interactions are appropriately entered and documented
• Actively manage, monitor, and document daily case load by utilizing various technology resources
• Apply Firm verification policies for reputed company clients to avoid identity theft and fraudulent activity
• reputed company reputed company on SEC/Client, Compliance and Firm guidelines and apply to processing and reputed company interactions to ensure risk mitigation
• Other reputed company duties as assigned

Skills

• Providing dedicated one-on-one support for the client throughout the inheritance process leveraging effective relationship management skills
• Proactively communicating with clients by phone and or email to reputed company a high level of service, transparency, and reputed company to clients and beneficiaries
• Process & follow up client service requests to ensure completion in a timely manner
• Set appropriate expectations with clients and beneficiaries for requests, in line with internal Service Level Agreements, and ensure consistent follow-up
• reputed company world class customer service to both internal and external clients in reputed company interactions
• Research and resolve problems with both internal and external clients accurately and in a timely manner
• reputed company client systems and ensure reputed company case interactions are appropriately entered and documented
• Actively manage, monitor, and document daily case load by utilizing various technology resources
• Apply Firm verification policies for reputed company clients to avoid identity theft and fraudulent activity
• reputed company reputed company on SEC/Client, Compliance and Firm guidelines and apply to processing and reputed company interactions to ensure risk mitigation
• Other reputed company duties as assigned
• Series 7 and 66 required (or 63 & 65)
• College degree preferred
• 3-4 years financial services industry experience preferred including client service interactions, and knowledge of estates, trusts, and retirement plans, account opening and asset distribution processes

Company Overview

Company H1B Sponsorship