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93 Eteam Jobs Hiring Near You

Job Title: Financial Operations Support Location: Columbus, OH (Onsite) Employment Type: Contract Duration: 12 months Estate & Inheritor Services is a specialized team within *** designed to assist ...

Packaging Machine Operator

Columbus, OH

$16.75 - $22/hr

Job Title: Packaging Machine Operator (AHP) Job Type: Temp. to Hire Duration: 6 Months Location: Columbus, OH 43217 Onsite Role Shift Hours: Monday- Friday- 2nd shift 3:00pm- 11:30pm TRAIN: ONE WEEK ...

Packaging Machine Operator

Columbus, OH

$16.75 - $22/hr

Job Title: Packaging Machine Operator Job Type: Temp. to Hire Duration: 6 Months Location: Columbus, OH 43217 Onsite Role Shift Hours: Sunday-Thursday- 3rd shift 11:00pm - 7:30am TRAIN: ONE WEEK ...

Customer Service Associate

Columbus, OH · Remote

$14 - $19.25/hr

Job Profile: Customer Service Associate The Intelligent , Services New Associate will leverage call center experience serving as a Tier 1 Agent to deliver excellent customer service through incoming ...

Job Title: Fraud Investigator Location: Columbus, OH 43240 (Fully Onsite) Parking: Free parking available This class will be 100% in office. There is a possibility to move to hybrid based on quality ...

Job Title: Payroll Processing Associate Location: Columbus OH 43235 Duration: 6 months Pay Rate: $18.50/hr on W2 Note: Hours: Mon-Tues 7:00am - 5:30pm, Weds-Fri 7:00am - 1:00pm but will require ...

Senior Developer - IBM z/OS Connect

Columbus, OH · On-site

$52.75 - $69.50/hr

Role name: Senior Developer - IBM z/OS Connect Work site: Columbus, OH or Nashville, TN (both locations would be for onsite work), US (ONSITE) Role Summary The Senior Developer - IBM z/OS Connect is ...

Title: Maintenance Technician Work Location Address: Columbus, OH 43207 Duration: 1 - 2 Months Job Details: * Looking for a Housekeeping - cleaning, picking up, vacuuming, moping, sorting. * Please ...

Customer Care Sales Coordinator

Columbus, OH · Remote

$17.50 - $22.75/hr

Job Title: Customer Care Sales Coordinator Job Type: Contract Duration: 12 months Location: Remote We would prefer someone who has worked in the animal health/veterinary industry previously. They ...

Location: Columbus, OH / Plano, TX- onsite Duration: 6 months Abinitio Admin Strong Linux/RHEL knowledge Ansible automation experience Cloud platform expertise (AWS) Self-learner with flexibility to ...

Job Title: Payroll Processing Associate//Data Entry Specialist Location: Columbus, OH, 43235 Duration: 12 Months Shift: Mon-Fri - 07:00 AM - 05:30 PM to start but is subject to change based on ...

Java Backend Engineer

Manhattan, NY · On-site

$55.50 - $72/hr

Job Summary : eTeam is seeking a Java Backend Engineer to join their team. The role involves working with Java microservices, GCP, Kafka, and BigQuery/SQL while ensuring strong client communication.

ADF Data Engineer

Houston, TX · On-site

$109.30K - $131.20K/yr

Job Summary : eTeam is seeking an ADF Data Engineer to work in Houston, TX. The role involves data engineering responsibilities focusing on Azure technologies, including Azure Data Factory and Azure ...

AI & Data - Data Engineer

Wilmington, DE · On-site

$111.10K - $133.40K/yr

Job Summary : eTeam is a company seeking a Data Engineer to work on AI and Data projects. The role involves utilizing skills in Ab Initio development and may also involve exposure to AWS services and ...

Senior Python AWS Data Engineer

Irvine, CA · On-site

$121.50K - $145.90K/yr

Job Summary : eTeam is a company seeking a Senior Python AWS Data Engineer. The role requires strong expertise in Python and backend development, as well as experience with AWS and large-scale data ...

Senior Content Developer

Cleveland, OH · On-site

$52.75 - $69.75/hr

Job Summary : eTeam is a company focused on delivering high-quality software solutions, and they are seeking a Senior Content Developer to lead project management efforts for Duck Creek delivery. The ...

Job Summary : eTeam is seeking an AWS IVR Engineer to join their team. The role involves building scalable APIs and delivering end-to-end solutions using AWS technologies. Responsibilities : • ...

Send Resume to HR Dept., eTeam, Inc., at immigration@eteaminc.com Should the candidate accept employment with eTeam, Inc., the referring employee will be eligible to receive an award of $1,000.00 for ...

Showing results 21-40

Financial Operations Support

Financial Operations Support

eTeam Inc

Columbus, OH • On-site

Contractor

This job post has expired today. Applications are no longer accepted.


Job description

Job Title: Financial Operations Support
Location: Columbus, OH (Onsite)

Employment Type: Contract
Duration: 12 months
Estate & Inheritor Services is a specialized team within *** designed to assist with the processing of client accounts during the Inheritance process. The Estate & Inheritor Services Specialist will be responsible for managing the transition of assets for individual clients by serving as a Subject Matter Expert for *** Wealth Management Clients, Financial Advisors, Client Service Associates and/or Branch Management to facilitate inheritance and legacy transfers. Additionally, the Associate will work closely with branches and other internal departments, provide support through various internal applications, and process paperwork in a virtual branch environment.
DUTIES and RESPONSIBILITIES:
-Providing dedicated one-on-one support for the client throughout the inheritance process leveraging effective relationship management skills
-Proactively communicating with clients by phone and or email to provide a high level of service, transparency, and empathy to clients and beneficiaries.
-Process & follow up client service requests to ensure completion in a timely manner
-Set appropriate expectations with clients and beneficiaries for requests, in line with internal Service Level Agreements, and ensure consistent follow-up
-Provide world class customer service to both internal and external clients in all interactions
-Research and resolve problems with both internal and external clients accurately and in a timely manner
-Leverage *** systems and ensure all case interactions are appropriately entered and documented
-Actively manage, monitor, and document daily case load by utilizing various technology resources
-Apply Firm verification policies for all clients to avoid identity theft and fraudulent activity
-Keep current on SEC/FINRA, Compliance and Firm guidelines and apply to processing and all interactions to ensure risk mitigation.
EDUCATION and or EXPERIENCE
-College degree preferred
-3-4 years financial services industry experience preferred including client service interactions, and knowledge of estates, trusts, and retirement plans, account opening and asset distribution processes
Knowledge/Skills:
-Basic clerical and administrative skills
-Effective written and verbal communication skills
-Excellent interpersonal and client service skills
-Organizational skills, attention to detail and excellent follow up skills
-Ability to research and resolve problems and service inquiries and escalate when appropriate
-Ability to efficiently handle a high volume of requests in a fast paced environment
-Strong computer skills including Microsoft Suite
-Basic knowledge of *** systems and procedures
-Be self-motivated and able to work in a strong team and high activity environment.
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