Operations Liaison
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Overview
Job Description
ESSENTIAL DUTIES AND RESPONSIBILITIES
- Answer e-mail, phone calls and work as a liaison between our Financial Consultants and Sales Assistants and the middle office.
- Resolve operational problems of all magnitudes in a timely and efficient manner while maintaining Financial Consultant and Sales Assistant goodwill.
- Maintain files of confidential and routine material and information.
- Assist assigned sales staff in resolution of routine problems with accounts by researching and compiling appropriate information for their use.
- Backup to the PCG Loan Desk team.
- Perform other duties as required by management
EDUCATION AND/OR EXPERIENCE
Bachelor's degree or equivalent; or four to seven years related experience and/or training; or equivalent combination of education and experience.
COMPUTER SKILLS
To perform this job successfully, an individual should have strong computer skills including working knowledge of Microsoft Excel, Word, E-mail and the Internet. Ability to learn and utilize industry specific software programs.
CERTIFICATES, LICENSES, REGISTRATIONS
Registrations will be required within 6 months of employment, 7 and 66 (63 and 65).
Automate your job search with Sonara.
Submit 10x as many applications with less effort than one manual application.
