Job Summary
Serves as the agent between Branches and the Home Office in a call center environment. Reviews, updates, maintains, and services accounts. Protects the Firm, Financial Advisor (FA’s), and the client by enforcing collection procedures, policies, regulations, and monitoring activity in accounts, while providing superior service. Department is in need of assistance for year-end volumes, including working through Money Movement requests and related items.
Essential Duties and Responsibilities
- Qualified Charitable Distributions
- Tax Withholding Setups
- Standing Letters of Authority
- Check Stop Pays
- Additional upskilling available per department needs
- Approving Disbursements from Client’s accounts
Knowledge, Skills, and Abilities
- Attention to detail, quality focus, strong communication, ability to multi-task in a fast-paced environment, and computer literacy
- Proficiency in MS Office Applications – Outlook, Word, Excel, etc.
- 1-2 years of banking and/or customer service work experience or a college degree
- Knowledge of relevant word processing, database, spreadsheet, and e-mail computer applications to create and/or edit documents, reports, and correspondence
- Understanding of compliance, with an eye for situations that could present risk to the firm
- Strong verbal and written communication skills to interact with all levels of management, other associates, and counterparts at other firms
- Ability to service a high volume of calls from Financial Advisors and associates while providing excellent customer service
- Capability to project a professional demeanor to train associates on new duties and tasks
- Ability to work through complicated activity
- Independence and cooperation with supervisors
- Capacity to work well under stress created by time deadlines, workflow volume changes, and telephone/associate inquiries
- High School Diploma or equivalent
This is the pay range that Magnit reasonably expects to pay for this position: $16.88/hour - $22.50/hour
Benefits: Medical, Dental, Vision, 401K
