What are the responsibilities and job description for the Financial Services Representative position at Revolution Technologies?
6 months contract with the possibility to extend or convert to FTE
Pay rate - 24/h
Will work fully onsite each day for training (around 4 weeks)
Will work a hybrid schedule once training is complete- onsite 3 days per week
Job Duties:
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
Scrutinizes information contained in all types of transfer forms and letters of authorization
Maintains detailed records/notes to ensure all client requests are completed within regulated time allotment
Reconciles client accounts accurately
Effectively creates and distributes client correspondence Assists management to improve department productivity through participation in unit meetings, ongoing training and self-development
Answers mail, phone calls and email inquiries with exemplary Service 1st professionalism
Performs general clerical activities, including faxing, copying and filing
Assists other areas of the department with various functions when volume is high and/or staffing levels are low Performs other duties and responsibilities as assigned
Work Schedule: 8am-5pm, Monday through Friday
Skills: Qualifications:
2 years of recent administrative or client services experience
Experience working in banking or financial services
Experience processing documents/ document management
Strong data entry skills
Basic to intermediate skills with Microsoft Office Suite (Outlook, Word, Excel)
Willingness to go above and beyond for customers
Proactive problem solving skills
Ability to maintain a professional demeanor at all times Strong written and verbal communication skills
