Rep, CS Invest Ops
Core
Handle inbound and outbound calls and emails for account owners and financial institutions to provide information, place trades, and resolve issues.
Role type
Customer Service Representative in Investment Operations
Builds
Trade execution support, account information, and escheatment prevention communications
Domain
Wealth Management / Banking
Deliverable
client delivery
Required skills
oral communication, written communication, securities industry knowledge, analytical skills, problem solving, organizational skills
Responsibilities
Take inbound calls from account owners and financial institutions, work tasks in various call center queues, make outbound calls for tasks sent from Ops, respond to inbound emails, work with partners from other areas of the bank, make outbound calls or send emails related to RPO or Non-Contact to prevent escheatment
Seniority
Entry-level to Mid-level