Customer Support/Account Rep - Sr
South Jordan, UT
National New Accounts Service Professional
Position Description: The National New Accounts Service Professional serves as a subject matter expert and point of contact for Brokerage branch personnel in regards to document questions (status of documents, review, and document updates). Inquiries include, but are not limited to general account maintenance including account opening and navigation, CIP procedures, Travel Rule, Patriot Act and Red Flags. Additionally, the NNA Service Professional will be versed in Branch Scanning Procedures related to Document Status, Rejections, Scanning Errors, Scanner Operation and proper procedures for escalation of a variety of issues for process improvement.
" Efficient written and oral communication skills
" Critical thinking regarding account document requirements and how to effectively resolve rejects.
" Strong interpersonal and service skills
" Problem solving, personal accountability, ownership, and professionalism
" Ability to learn quickly and apply knowledge
" Apply concepts to real life situations
" Teamwork as well as ability to work well individually
" College degree preferred
" Possess general knowledge of financial markets
" Working knowledge of Brokerage systems and policies