Client Services, Customer Services, Banking Financial Services
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Overview
Job Description
Title: Client Services, Customer Services, Banking Financial Services
Location: 889 Ridge Lake Blvd, Memphis, TN
Duration:6 Months(Opportunity for extension)
Working Model: onsite each day for training (around 4 weeks)-Will work a hybrid schedule once training is complete- onsite 3 days per week
Pay Rate Range: $22-$24/hr on W2
Required:
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
This person will be responsible for supporting the Account Transfers team.
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
Strong data entry skills
Basic to intermediate skills with Microsoft Office Suite (Outlook, Word, Excel)
Automate your job search with Sonara.
Submit 10x as many applications with less effort than one manual application.
