Amicis Global Technologies
Amicis Global Technologies

117 Amicis Global Financial Services Jobs Hiring Near You

IT Support

Columbus, OH · On-site

$20 - $22/hr

The Service Desk Chat Agent is the first point of contact that supports end users via our live chat channel for IT Service support in a fast-paced 24x7x365 environment. While providing the highest ...

Customer Service

Columbus, OH · On-site

$15.50 - $21/hr

Functional support areas include Brokerage Cash Management products and services, Brokerage Online (client website) and Mobile app, and general account or financial related inquiries. Successful ...

Customer Service Representative

Columbus, OH · On-site

$15.50 - $21/hr

Functional support areas include Brokerage Cash Management products and services, Brokerage Online (client website) and Mobile app, as well as general account and financial-related inquiries.

Client Service Representative

Columbus, OH · On-site

$15.50 - $21/hr

Functional support areas include Brokerage Cash Management products and services, Brokerage Online (client website) and Mobile app, and general account or financial related inquiries. Successful ...

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Financial Service Representative -- Columbus, OH

Amicis Global

Columbus, OH • On-site

$20 - $25/hr

Contractor

Re-posted 25 days ago


Job description

Title: Client Service Representative
Location: Columbus, OH
Duration:12 Months
Pay: 25/hr
 
Candidates must be available to work an 8-hour shift within the timeframe of 8 AM - 6 PM
Responsibilities include:
• Provide world-class customer service to field-facing counterparts in all interactions
• Ability to handle a high volume of requests in a fast-paced environment.
• Be self-motivated and able to work in a strong team and high-activity environment
• Troubleshoot live mutual fund order entry and trade adjustment inquiries
• Able to assist the field with mutual fund journal requests
• The ability to deliver and review 529 plans offered
• Apply firm policies and procedures on 529 account opening and maintenance
• Ability to provide paperwork documentation needed for new account opening, change of broker-dealer, and rollover requests
QUALIFICATIONS:
• Bachelor’s degree preferred or equivalent education or experience
• Financial experience required; mutual fund experience preferred
• Inbound call experience required
• Excellent interpersonal and client service skills
• Effective written and verbal communication skills
• Strong attention to detail and excellent judgement
• Organizational skills, attention to detail, and excellent follow-up skills
• Ability to research and resolve problems, service inquiries, and escalate when appropriate
• Strong computer skills, including Microsoft Suite
• Be self-motivated and able to work in a strong team and high-activity environment