Customer Support/Account Rep - Sr
South Jordan, UT
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. 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
" Exceptional critical thinking skills
" Strong interpersonal and service skills
" Problem solving, personal accountability, ownership, and professionalism
" Ability to learn quickly and apply knowledge
" Ability to build a connection with internal clients.
" Apply concepts to real life situations
" Teamwork as well as ability to work well individually
" Strong computer skills
" College degree preferred
" Possess general knowledge of financial markets
" Customer Service experience preferred.