Finance Support Mid Level - Columbus Ohio

Company: CCi
Location: Columbus, Ohio
Posted On: 02/05/2025

DUTIES and RESPONSIBILITIES:

For a complete understanding of this opportunity, and what will be required to be a successful applicant, read on.
--- Providing dedicated one-on-one support for the client throughout the inheritance process leveraging effective relationship management skills
--- Proactively communicating with clients by phone and or email to provide a high level of service, transparency, and empathy to clients and beneficiaries.
--- Process & follow up client service requests to ensure completion in a timely manner
--- Set appropriate expectations with clients and beneficiaries for requests, in line with internal Service Level Agreements, and ensure consistent follow-up
--- Provide world class customer service to both internal and external clients in all interactions
--- Research and resolve problems with both internal and external clients accurately and in a timely manner
--- Leverage systems and ensure all case interactions are appropriately entered and documented
--- Actively manage, monitor, and document daily case load by utilizing various technology resources
--- Apply Firm verification policies for all clients to avoid identity theft and fraudulent activity
--- Keep current on SEC/FINRA, Compliance and Firm guidelines and apply to processing and all interactions to ensure risk mitigation
--- Other ad hoc duties as assigned Additional requirements may include Series 7 and 66 required (or 63 & 65)
EDUCATION and or EXPERIENCE:
--- College degree preferred
--- 3-4 years financial services industry experience preferred including client service interactions, and knowledge of estates, trusts, and retirement plans, account opening and asset distribution processes
Knowledge/Skills:
--- Basic clerical and administrative skills
--- Effective written and verbal communication skills
--- Excellent interpersonal and client service skills
--- Organizational skills, attention to detail and excellent follow up skills
--- Ability to research and resolve problems and service inquiries and escalate when appropriate
--- Ability to efficiently handle a high volume of requests in a fast-paced environment
--- Strong computer skills including Microsoft Suite
--- Be self-motivated and able to work in a strong team and high activity environment. More...

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