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Wealth Management Support

New York, NY
Role: Wealth Management Support Representative
Location: LA CA, San Francisco CA, Miami, Chicago and New York NY- 100% Remote
Duration: 9+ Months
Interview Mode: Webx/Telephonic
Rate: $24/hr on w2
 
Job Description
As a Wealth Management Field Support Training Representative you will work either in Brach or an inbound contact center taking calls from WM Filed advisors to support training and system navigation queries. Providing exceptional service on a variety of requests and queries on a new application.
 
What you'll do :
-Effectively educate, promote and guide field partners through online and mobile self-service capabilities at every opportunity.
-Provide clear, complete and accurate responses to their questions and inquiries at point of call
- Provide navigation support through multiple applications and tools to understand policy / procedures, gain clarity on various products / services
-Display passion, commitment and deliver an experience that improves Field Operations effectiveness.  
 
Required skills :
-Must demonstrate the ability to effectively promote and verbally navigate field partners through accessing Wealth management application/s
-Experience verbally delivering complex information clearly, concisely and understandable to the Field staff, while quickly establishing rapport and exuding positivity and confidence
-Must possess the skills to navigate between multiple screens, while quickly and accurately typing relevant notes and processing information in the system
-Must have experience with gathering, absorbing and using facts / information to make effective decisions and develop sustainable solutions to problems and deescalate issues
-Demonstrates ability to quickly learn, adapt and become highly efficient on new and / or changing systems, applications, policies and procedures
-Proven experience fully adhering to process, policies, procedures, laws and regulatory requirements during all interactions, while working in a fast paced production environment
 
Desired skills :
-Understanding of terminology for banking, broker dealer, wealth management
-Inbound call center experience
-Customer Service experience
 
 
 
Regards,

Rahul Yadav
(408) 560-3956
rahul@reqroute.com

 
Companies across U.S. have engaged ReqRoute, Inc to deliver skilled, dedicated IT professionals. Recruiting is our passion and we support Fortune 1000 companies with their hiring needs. We always seek to deliver competitive and sought-after career opportunities to our potential consultants and employees. We invite you to review the position requirements and apply today if your skills match our needs.  
 
ReqRoute, Inc is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, disability, military status, national origin or any other characteristic protected under federal, state, or applicable local law. (www.reqroute.com)

 

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