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Banking Customer Support Specialist – Wealth Management
Posted via LinkedIn Recruiter (not a company profile)
Posted last week
About the role
- Provide operational support in wealth management through outbound calls, data entry, and system updates to ensure smooth client transfers and accurate records.
Responsibilities
- Make outbound calls to financial institutions to facilitate client transfers into the wealth management system. Follow up promptly and accurately on transfer requests, ensuring all details are correctly entered into internal systems. Update and maintain records within multiple platforms, including ISM, Kofax, and in-house case management software. Collaborate with team members to address operational issues and resolve discrepancies. Participate in daily team huddles for updates and goal alignment. Support team effort by adhering to daily targets and deliverables. Maintain high attention to detail and data accuracy throughout all tasks. Assist in training sessions and ongoing system learning opportunities.
Requirements
- Minimum 1 year of operations support experience in a call center or financial environment. Excellent verbal and written communication skills, especially for phone interactions and ticket updates. Strong organizational skills with the ability to multitask effectively. High technical aptitude, including proficiency with Excel, especially macros. Attention to detail to ensure data integrity. Ability to work in a fast-paced environment and meet daily targets. Professional and interpersonal skills for making outbound calls.
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