At-a-Glance: Join a global financial institution as a contract Editor/Writer in a hybrid role with in-office attendance three days per week.
Position Type:- Contract
- Hybrid (in-office attendance 3 days per week)
Required:- Experience in financial services.
- Excellent grammar and composition skills.
- Excellent written and oral communication skills.
- Strong initiative and drive.
- Proficiency in Microsoft Word and Outlook programs.
- Proven ability to work effectively with all levels of employees.
- Exceptional phone presentation skills.
- Able to perform efficiently in a fast-paced, changing environment while handling a wide variety of tasks.
- Strong organizational skills, attention to detail, and excellent follow-up skills.
- Ability to be self-motivated and succeed in a team atmosphere.
- 2 years of Client Relations, Customer Service, Banking Operations, Brokerage Operations, or Financial Services experience.
- Local and should be able to work 3 days onsite per week.
Preferred:- Bachelor's degree in Finance, Economics, English/Communications or a related discipline; work experience considered in lieu of these degrees.
- Knowledge and some level of expertise in the brokerage industry or banking operations.
- Industry Experience: Financial Services, Brokerage, Wealth Management, or Banking.
- Demonstrated employment stability and a record of successfully completing prior assignments.
Responsibilities:- Research and respond to operational client complaints while ensuring compliance with regulatory requirements and internal complaint-handling guidelines.
- Collaborate effectively with business partners, including field and operations staff and management, to escalate and resolve complaint-related issues.
- Build strong working relationships with Client Relations Editors while learning departmental processes and style guidelines.
- Manage workload effectively while demonstrating initiative, self-motivation, and accountability.
- Participate in the coverage of client-facing telephone lines, providing phone support at least one day per week.
- Maintain a professional and client-focused approach while handling incoming calls and addressing inquiries.
- Support various operational functions within Client Relations, including settlement processing, privacy opt-out processing, and participation in special projects as needed.
If your background aligns with what we’re looking for, you may receive a call from Ava, our virtual recruiter, for a brief screening conversation. Ava will ask a few questions about your experience and interest in the opportunity.
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