Hired by Matrix, Inc · 1 day ago
Customer Support/Account Rep
Hired by Matrix, Inc is a global financial institution seeking a Customer Support/Account Rep. The role involves serving as a subject matter expert for branch personnel regarding client onboarding and account maintenance while providing world-class service to internal clients.
Human ResourcesMarketingStaffing Agency
Responsibilities
Serves as a subject matter expert and point of contact via inbound calls for branch personnel in regard to client onboarding and account maintenance
Field questions related to, but not limited to, document processing (status of documents, review, and document updates) and general account maintenance including account opening, navigation and modification
Versed in procedures and policies to ensure that accounts are compliant with the USA Patriot Act
Engage internal clients via both inbound and outbound phone calls
Act as initial and ongoing support during account opening and lifecycle of account
Providing world-class service to internal clients
Build relationships with internal clients while providing solutions that adhere to internal policies and procedures
Address issues promptly and effectively
Ability to maintain success in an evolving environment
Qualification
Required
1-2 years' experience in the financial services or customer service
Prefer a 4 year college degree and an interest in career development
Attention to detail
Dependable
Service oriented
Self-starter who can work in a fast paced environment