What are the responsibilities and job description for the Financial Service Representative position at Indotronix International Corp?
Job Details
- 2 years of recent administrative or client services experience within a professional office environment (not from healthcare)
- Experience working in banking or financial services
- Experience processing documents/ document management
- Strong data entry skills
- Reviews and approve client requests to transfer accounts to and from contra firms
- Routinely make phone calls to the contra firms regarding status of transfers
- Screens incoming or outgoing client requests and verifies all necessary legal documentation that accompanies the client signed documents
Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.
Salary : $20 - $23
Financial Service Representative
Financial Servicing Company -
Fairview, IL
Country Financial - Customer Service Representative
Daniel O'Brien - Country Financial -
Pawnee, IL
Client Service Representative Financial Services
CarrThaxton Financial Group -
Westford, MA