Client Services Associate
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Team Lead Recruitment | Rock Your LinkedIn Profile, Impromptu Speaking
Pay Rate: $20-21/hr on w2
Bachelor's Degree is required
Base pay range
$20.00/hr - $21.00/hr
Responsibilities
Responsible for evaluating incoming documents and inquiries, performing the associated research, and making a determination of the validity of the action or document.
The Representative must develop subject matter expertise across the department and have the ability to apply that knowledge in determining document validity.
They are responsible for ensuring that downstream actions such as check and debit card orders or system blocks are executed accurately and efficiently to ensure that the firm is operating in compliance with regulatory rules and regulations.
Responsible for handling quality sampling of new account documents processed in other areas and responding to escalated issues from those areas.
Technical Skills
Computer Literacy
Microsoft Office Suite
Previous New Account experience is preferred
Proven ability to learn other software packages
Type a minimum of 35 wpm, Ten key by touch
Seniority level
Entry level
Employment type
Contract
Job Function
Analyst, Accounting/Auditing, and Finance
Industries
Banking, Investment Banking, and Financial Services
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