JobGiraffe Hiring for Customer Service / Data Entry (Financial Services) Job at Downers Grove, IL Full Time

Office / Customer Service / Data Entry

Customer Service and Data Entry Representative (Financial Services)

Up to $62,000 to start plus bonus and outstanding company-sponsored benefits

As a Customer Service and Data Entry Representative, you will:

• Receive complete training
• Learn to support a Team of Wealth Management Professionals
• Learn to communicate with customers, internal teams and third-party investment sponsors
• Answer questions and address inquiries
• Monitor the general email inbox
• Greet clients who come into the office
• Create routine and special correspondence
• Coordinate meetings, travel and travel itineraries Wealth Management Team
• Make updates to customer account information
• Learn to perform document review, document control and document processing activities
• Learn to administer financial transactions on behalf of customers
• Support billing processes
• Performing other duties as assigned

An ideal candidate profile will include:

• At least 1 year of Customer Service, Customer Support and/or Call Center experience from the Financial Services Industry

With:

• Intermediate to advanced proficiency with Microsoft Word, Excel and Outlook
• Accurate Data Entry skills
• A High School Diploma or Equivalent

Pluses:

• +++ Experience working with third-party custodial services such as Schwab International, Fidelity, TD Ameritrade, etc.
• +++ A Bachelor’s degree in Finance, Accounting, Economics or a related discipline

West Suburbs of Chicago – Downers Grove, IL

JobGiraffe’s client is a prestige provider of Financial Advisory and Wealth Management services.

JG ID #22-2038 – Downers Grove, IL 60515 – Brandi Gentile, Lead Recruiter

Job Type: Full-time

Pay: Up to $62,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Paid training
• Vision insurance

Schedule:

• Monday to Friday

Supplemental pay types:

• Bonus pay

Application Question(s):

• How many years of Customer Service, Customer Support and/or Call Center experience from the Financial Services Industry do you have?

Work Location: One location