Financial Service & Support

St. Louis, MO

Post Date: 06/30/2017 Job ID: 30931 Industry: Administrative and Support Services Pay Rate: 15.00
A West County based organization is in need of (15) Financial Service & Support Representatives. Individuals are needed to complete various duties within this broad spectrum of responsibilities.  The position will pay between $13.00-$19.00 per hour, depending upon experience. All positions are long term contract opportunities with the potential for permanent hire for the right individual.   Job duties include:

  • Process multiple incoming wire reports throughout the day in a timely manner and follow guidelines to determine the account status/standing and escalations needed
  • Perform Office of Foreign Asset Control (OFAC) checks on banks and individuals as required based on specific criteria.
  • Enforce and explain industry and internal policies
  • Review and process Advisor Services accounts, including troubleshooting, ensuring accuracy and completeness of account generation and recommending solutions for unique situations.
  • Run various reports and track data relative to accounts opened, pending matters, and other important information
  • Process new bank and brokerage account documents via Customer Relationship Management (CRM) Systems and paper form
  • Complete customer maintenance requests (change of address, trade authorization, account linking, margin, beneficiary and ownership changes, Transfer on Death to accounts)

The position requires:
  • 1+ years of financial services or equivalent customer service experience in the financial arena
  • Critical thinking skills and the ability to multi-task in a fast paced, deadline driven environment
  • Fast and accurate 10 key and data entry skills
  • Strong written and verbal communication skills
  • Experience in multiple areas of brokerage operations preferred
  • Prior brokerage, insurance or investment Advisor operations experience preferred
Please apply online for immediate consideration and include a resume when applying. All qualified applicants will be contacted.



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