Skip to Main Content
← Back to Jobs

Customer Service Specialist: Finance

The Rockridge Group Phoenix, AZ
  • Posted: 25 days ago
  • $22 to $25 Hourly
  • Full-Time
  • Benefits: Vision, Medical, Life Insurance, 401k, Dental

Responsibilities:

· Process new business in a key team role supporting our Referrer and Advisory distribution channel serving independent investment advisors and their clients

· Take individual ownership for delivery on cycle-time, accuracy, and compliance standards on all new business applications as part of a high-performance team of accountable, self-directed professionals

· Process new applications and accounts that are in good order (IGO) within cycle-time and accuracy standards

· Must satisfy advisors with timely, complete, knowledgeable and responsive communications regarding work that is not in good order (NIGO) assisting the advisors in resolving open issues

· Handle new accounts from Initial Work Review to account set-up and funding

· Must demonstrate proficiency quickly in all aspects of new business processing, new business requirements, and responsive advisor communications

· Need to be able to flex to perform various operational tasks as needed

· Must communicate effectively with functional peers and leaders in related functional areas, such as Quality, Investor Services, Transfers and Global Support processes in order to create an excellent customer service experience consistent with our values

Required Qualifications:

· 1+ year of data entry experience

· 1+ year of customer service experience

Preferred Qualifications:

· Energetic, eager to learn, willing to cooperate

· Superior written and verbal communication skills

· Excellent interpersonal skills

· Ability to develop plans and follow through to a successful conclusion

· Ability to excel in a dynamic, fast-paced environment

· Ability to multi-task

· Excellent organization skills

· Proficiency in Microsoft Office

· Comfort with being a “team player” and doing whatever is needed, big or small

· Able to get along with diverse personalities

· Self-motivated with ability to work independently and under direction

· Follow all firm processes, procedures, and protocols

· Courteous and professional demeanor on the phone/web with customer interactions and internally with peers/other functions

· Consistently demonstrates a high degree of productivity

The Rockridge Group

About The Rockridge Group: TRG is a privately held Limited Liability Company committed to connecting businesses with job seekers. We deliver high quality contingent personnel to our clients using our 3-step collaborative engagement model: Collaborate. We partner with you to understand the unique needs of your business before we propose a solution. Strategize. Based on your goals and staffing challenges, we develop high impact solutions designed for your industry. Engage. We work with your team before, during, and after every engagement to deliver 100% satisfaction. With over ten (10) years experience in the resource solutions sector, principals Greg Donner [link to bio] and Ronald Lom [link to bio] leverage the power of strategic partnership to create a powerful staffing model that improves your quality of hire.

Address

3200 N. Central Ave, Phoenix, AZ 85012
Phoenix, AZ
USA

Website

What email should the hiring manager reach you at?

By clicking the button above, I agree to the ZipRecruiter Terms of Use and acknowledge I have read the Privacy Policy, and agree to receive email job alerts.

What email should we contact you at once we get salary info from the hiring manager?

By clicking the button above, I agree to the ZipRecruiter Terms of Use and acknowledge I have read the Privacy Policy, and agree to receive email job alerts.

Our qualification feature is only available to registered members - what email address would you like for us to keep on file?

By clicking the button above, I agree to the ZipRecruiter Terms of Use and acknowledge I have read the Privacy Policy, and agree to receive email job alerts.