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Windward Recruiting
Windward Recruiting
1 – 10 Angajați
ConsultanțăJuridicRecrutare
Windward Recruiting este o agenție de recrutare axată pe căutarea de directori și plasarea de talente în sectoarele administrării patrimoniului și serviciilor financiare în sens mai larg. Compania se bazează pe o experiență cumulată de peste 45 de ani pentru a ajuta organizațiile să identifice candidați pentru roluri de nivel superior. Abordarea sa pune accent pe relații de lungă durată cu clienții și pe un proces riguros de selecție, conceput pentru a evalua potrivirea pentru poziții specializate.
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Remote Client Service Associate - Florida

Support client operations remotely for a Tampa-based financial planning and investment management firm. Responsibilities include trade processing, account paperwork, CRM administration, billing, and client communication.

USStatele Unite ale AmericiiFLFlorida
65.000 $ – 80.000 $ / an
RemoteNormă întreagăJuniorNivel mediuNu este necesară o diplomăLimbă Obligatorie: englezăReprezentant Servicii CliențiServicii pentru clienți

Descriere

  • Respond promptly and accurately to client inquiries
  • Process trade orders submitted by financial advisors
  • Handle account-opening applications, transfer documentation, money movements, and related custodial tasks
  • Maintain CRM notes, activities, workflows, and reports
  • Coordinate and complete client deliverables following advisor meetings
  • Contact clients by phone and email about scheduling, paperwork, and follow-up actions
  • Contribute to improvements in operational processes
  • Resolve issues while maintaining a high standard of client service
  • Support client billing activities
  • Complete Zoom interviews and assessments as part of the hiring process

Cerințe

  • At least two years of experience in financial services
  • Previous experience working remotely
  • Strong proficiency with technology, third-party software, and Microsoft Office applications, including Word, PowerPoint, and Excel
  • Ability to prioritize work, solve problems, and meet deadlines
  • Strong organizational skills and close attention to detail
  • Ability to work independently, prioritize projects, and manage time effectively
  • Ability to learn and adopt new technology and software quickly
  • Clear communication skills with clients and colleagues, plus the ability to collaborate effectively
  • Ability to follow office procedures and policies governing operations and client privacy
  • Availability to work in either the Eastern or Central time zone

Beneficii

  • Monday-through-Friday schedule designed to support work-life balance
  • Health insurance with the company covering 100% of the employee premium
  • 401(k) plan with an employer match
  • Generous paid time off and paid holidays
  • Permanent remote work arrangement
  • Company-provided equipment for working from home

Locuri de muncă similare

Kreato Global | BPO and Language Solutions

Remote English-Spanish OPI/VRI Interpreter

Kreato Global | BPO and Language Solutions
201 – 500 Angajați
Asistență medicalăLogisticăOspitalitate
ARArgentinaBOBoliviaBRBraziliaCLChileCOColumbiaCRCosta RicaCUCubaDORepublica DominicanăECEcuadorGTGuatemalaHNHondurasHTHaitiMXMexicNINicaraguaPAPanamaPEPeruPRPuerto RicoPYParaguaySVEl SalvadorUYUruguayVEVenezuelaRemoteNormă întreagăJuniorNu este necesară o diplomăLimbă Obligatorie: englezăLimbă Obligatorie: spaniolăTraducător

Interpret remotely between English- and Spanish-speaking people in medical, financial, social service, and customer care settings. Provide language support for Kreato Global across Latin America.

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