Company Overview

An independent investment management firm focused on helping clients meet their objectives and achieve their long-term financial goals. Clients rely on their active management approach, which they call strategic investing, and their broad range of equity, fixed income, and multi-asset investment capabilities.

RIS Customer Service Representative

Scope

Client is looking for 18 customer service associates to support their Retail Asset Management department.

Top Skills' Details

• Interest in Financial Services
• 1-2 years of Customer Service Experience (Retail or call center)
• Strong Computer Skills (Multi-tasking between multiple programs and Microsoft office

Job Description

• Service Associates will be supporting our clients’ own customers with their needs.
• This position will be taking incoming calls throughout the day.
• Will be talking to shareholders with a variety of calls.
• Calls may include; needing to change information, updating account info.
• Could be very entry level calls or could be more complex with a number of things that could be coming up with their accounts.
• Won’t be taking any calls that require giving financial advice but will help point their client in the right direction.
• Will be working with a few different systems and web-based programs. 85% of the day will consist of taking inbound phone calls. The next 15% will consist of email correspondence and other administrative related tasks.
• Additional job duties may include fulfilling client inquires such as changing addresses and account information, providing assistance with online accounts, investigating previous transactions, maintain accurate information, and providing a high level of customer service throughout each client interaction.
• Candidates will process orders as requested, offer solutions based on client needs, use their judgement to discuss and recommend additional services that may benefit the client, and transfer calls to other departments for further assistance as needed if clients are requesting financial advice.

Additional Skills & Qualifications

REQUIRED QUALIFICATIONS

• 2-4 years of Customer Service experience required
• Experience with MS Office products (MS Word, MS Outlook)
• Strong written and communication skills (Need to be able to communicate professionally with their clients via phone and email

PREFFERED QUALIFICATIONS

• 1 years of inbound call experience in an office or retail environment
• Candidates that have worked at USAA, California Casualty, Progressive, T-Mobile, or another call center type environment
• Some form of financial related experience (New college graduate, bank tellers, leasing agents)
• High School Diploma or GED

Employee Value Proposition (EVP)

• A lot of room to grow in the role with various departments if brought on permanent.
• The company really wants to invest in their employees and wants them to be successful/progress into different roles.
• Might be an opportunity after the 6-month contract to get a remote/hybrid schedule. If brought on permanent, they start at a salary of 40k and are eligible of OT. A lot of opportunity for growth within their organization. Benefits will be offered.
• Company is a fortune 500 global investment management firm that has assets under management of more than 1.6 trillion. They are a very reputable organization that encourages an inclusive environment and the opportunity for growth. They offer a wide range of free educational resources for their permanent employees that are looking to further their careers within the financial industry and have programs in place where they can pay for specific licenses that will be required in a position that allows candidates to provide financial advice to their clients.
• They have multiple Business Resource Groups (BRG’s) aimed to support and educate associates around the challenges specific groups have in the workplace

Work Environment

• Call center, cubicle environment. Dress code is business casual (jeans and business shoes). Enjoy having people who want to make the process better. Very inclusive work environment. Gym and cafeteria on site. Nice collaboration site in Colorado Springs with games, etc. Also have a library in Colorado that have a number of leadership books.

Shifts

• Can include but are not exclusive to the following:
• Monday through Friday with start times between 7:00am-9:30am MST.
• It could be any number of shifts starting at 7 AM or 9:30 AM- Based on start time determines end time.
• They close at 6 p.m. MST in this department.
• Training will be 7 a.m. to 4 p.m. but the schedule after training may vary depending on the start time.
• Candidates will need to be flexible with their availability to support the business needs.
• The training process is a 12 week in-office learning experience led by multiple associates or learning consultants.

Pay

$20/HR | $30/HR (OT)

About Aston Carter:

Please Note: Scammers are posing as Aston Carter. We'll never contact you via Gmail, Telegram, or WhatsApp and we'll never solicit money from you.

At Aston Carter, we’re dedicated to expanding career opportunities for the skilled professionals who power our business. Our success is driven by the talented, motivated people who join our team across a range of positions – from recruiting, sales and delivery to corporate roles. As part of our team, employees have the opportunity for long-term career success, where hard work is rewarded and the potential for growth is limitless.

Established in 1997, Aston Carter is a leading staffing and consulting firm, providing high-caliber talent and premium services to more than 7,000 companies across North America. Spanning four continents and more than 200 offices, we extend our clients’ capabilities by seeking solvers and delivering solutions to address today’s workforce challenges. For organizations looking for innovative solutions shaped by critical-thinking professionals, visit AstonCarter.com. Aston Carter is a company within Allegis Group, a global leader in talent solutions.

The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please call 888-237-6835 or email astoncarteraccommodation@astoncarter.com for other accommodation options. However, if you have questions about this position, please contact the Recruiter located at the bottom of the job posting. The Recruiter is the sole point of contact for questions about this position.