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Client Service Representative

Techlink Systems San Francisco, CA

  • Expired: 12 days ago. Applications are no longer accepted.
Job Description

JOB SCOPE

  • Communicate with clients in a professional, knowledgeable manner Act as conduit between clients and BlackRock operations to resolve client inquiries, concerns and problems effectively and in a timely manner
  • The main function of this role is to provide a wide range of sales, service, administrative and relationship management support to the Eagle Invest team and to be a point of contact on operational matters for clients, prospects and bankers.
  • Respond proactively and independently to the individualized needs of the client via phone and email.
  • Must be able to react to time pressure and difficult situations appropriately
  • Assist in identifying, communicating and resolving engineering bugs and areas for improvement in the Eagle Invest product and service model
  • Participate in internal projects and special assignments as
  • Contribute to the department as a whole with an emphasis on team work
  • Familiarity with or ability to be trained on Fidelity Advisor Portal, the Customer Relationship Management (CRM) database, DocuSign and other software solutions integrated with our technology partner
  • Adhere to all applicable federal and state laws, regulations and guidance, including those related to anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.).
  • Identify and report suspicious activity to the AML officer  

QUALIFICATIONS NEEDED 

  • At least 2 years of related experience with a bachelor’s degree in business, finance or related field, or equivalent experience
  • Exceptional interpersonal skills to interface with clients, prospects, custodians and colleagues Use of considerable tact and discretion when dealing with client or sensitive data
  • Excellent organizational, communication (both verbal and written), and client relationship management skills (whether interaction is in person, over the telephone or via email) Exceptional problem solving proficiency
  • Ability and desire to work in a fast paced sales oriented environment (maybe demanding or unstructured work environment)
  • Proven ability to handle pressure, multi-task and prioritize work at all times
  • Excellent attention to detail and high degree of accuracy and consistency
  • Working knowledge of securities industry, broad understanding of capital markets, their practices on how products trade, settle and are invested Understand the Bank’s structure and identify opportunities to utilize Bank resources to meet client’s needs
  • Fully understand the white glove First Republic Bank service model
  • Ability to work remotely from their main team/information center and independently under minimal supervision Innovative and vocal about changes needed to better the product, both internally and externally for the clients Strong troubleshooting/technology skills
  • Knowledge of all MS office applications with ability to display proficiency in PowerPoint and Excel
  • Must be able to review and analyze data reports and manuals; must be computer proficient. Must be able to communicate effectively via telephone and in person      
Company Description
TechLink Systems is a privately held IT Consulting Firm that provides Consulting Services to organizations nationwide. TechLink Systems is a certified MWOBE and has been in business since 1998. Our network spans all major U.S. metropolitan areas touched by major sectors such as entertainment and leisure, finance, industry and government, health sciences, and information technology. Whether you are a client seeking IT services and support or a candidate searching for new opportunities, TechLink System's outstanding customer service and dedication will exceed your expectations in the marketplace! TechLink has 6 regional offices located in San Francisco, Los Angeles, New York City, Philadelphia, Manila, and Bangalore.

http://www.techlinksystems.com/

Awards:
-Ranked Top 500 Asian-Owned & Asian Pacific American-Owned Businesses in the US -Ranked Top 100 Diversity-Owned & Privately-Owned Businesses in California -Ranked INC500 Fastest Growing Private Companies -Ranked Top 100 Largest Women Owned Business San Francisco Business Times -Ranked 50 Largest Minority-Owned Companies San Francisco Business Times - Ranked in Top 100 Woman Owned Business in the US, Diversity Business -Ranked in the Top 10 Minority-Owned Businesses in the Philadelphia Business Journal -Ranked in the Top 50 Woman-Owned Businesses in the 2014 Philadelphia Business Journal

Techlink Systems

TechLink Systems is a privately held IT Consulting Firm that provides Consulting Services to organizations nationwide. TechLink Systems is a certified MWOBE and has been in business since 1998. Our network spans all major U.S. metropolitan areas touched by major sectors such as entertainment and leisure, finance, industry and government, health sciences, and information technology. Whether you are a client seeking IT services and support or a candidate searching for new opportunities, TechLink System's outstanding customer service and dedication will exceed your expectations in the marketplace! TechLink has 6 regional offices located in San Francisco, Los Angeles, New York City, Philadelphia, Manila, and Bangalore. http://www.techlinksystems.com/ Awards: -Ranked Top 500 Asian-Owned & Asian Pacific American-Owned Businesses in the US -Ranked Top 100 Diversity-Owned & Privately-Owned Businesses in California -Ranked INC500 Fastest Growing Private Companies -Ranked Top 100 Largest Women Owned Business San Francisco Business Times -Ranked 50 Largest Minority-Owned Companies San Francisco Business Times - Ranked in Top 100 Woman Owned Business in the US, Diversity Business -Ranked in the Top 10 Minority-Owned Businesses in the Philadelphia Business Journal -Ranked in the Top 50 Woman-Owned Businesses in the 2014 Philadelphia Business Journal

Techlink Systems's Logo

Address

San Francisco, CA
94102 USA

Industry

Business

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