Business Services Specialist (Call Center Representative)
GENERAL DESCRIPTION OF POSITIONResponsible for answering a large volume of incoming calls from broker dealers, financial advisors and sales representatives and completing operational duties.
ESSENTIAL DUTIES AND RESPONSIBILITIES1.
Answers a large volume of incoming calls from broker dealers, financial advisors and sales representatives.
This duty is performed daily.
2.
Works closely with brokers and internal employees to solve problems.
This duty is performed daily.
3.
Gathers documentation and due diligence for new assets.
This duty is performed daily.
4.
Provides daily and weekly updates to broker dealers, financial advisors and sales representatives.
This duty is performed daily.
5.
Processes loan fund and other institutional billing.
This duty is performed daily.
6.
Serves as a primary contact for new and existing brokers dealers, financial advisors and sales representatives.
This duty is performed as needed.
7.
Sets up online access and/or reset passwords.
This duty is performed as needed.
8.
Handles contact updates and changes to operating system related to broker dealers, financial advisors and sales representatives.
This duty is performed daily.
9.
The ability to work in a constant state of alertness and in a safe manner.
This duty is performed daily.
10.
Completes required BSA/AML training and other compliance training as assigned.
This duty is performed quarterly.
11.
Perform any other related duties as required or assigned.
QUALIFICATIONSTo perform this job successfully, an individual must be able to perform each essential duty mentioned satisfactorily.
The requirements listed below are representative of the knowledge, skill, and/or ability required.
EDUCATION AND EXPERIENCEKnowledge of a specialized field (however acquired), such as basic accounting, computer, etc.
Equivalent of four years in high school, plus night, trade extension, or correspondence school specialized training, equal to two years of college, plus 12 to 18 months related experience and/or training, or equivalent combination of education and experience.
COMMUNICATION SKILLSAbility to read and understand simple instructions, short correspondence, notes, letters and memos; ability to write simple correspondence.
ability to read and understand documents such as policy manuals, safety rules, operating and maintenance instructions, and procedure manuals; ability to write routine reports and correspondence.
ability to read, analyze, and understand general business/company related articles and professional journals; ability to speak effectively before groups of customers or employees.
MATHEMATICAL SKILLSAbility to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.
Ability to compute rate, ratio, and percent and to prepare and interpret bar graphs.
CRITICAL THINKING SKILLSAbility to utilize common sense understanding in order to carry out written, oral or diagrammed instructions.
Ability to deal with problems involving several known variables in situations of a routine nature.
REQUIRED CERTIFICATES, LICENSES, REGISTRATIONSNot indicated.
PREFERRED CERTIFICATES, LICENSES, REGISTRATIONSNot indicated.
SOFTWARE SKILLS REQUIREDIntermediate:
10-Key, Alphanumeric Data Entry, Presentation/PowerPoint, SpreadsheetBasic:
AccountingWORKING CONDITIONSNormal working conditions as found within an office setting, wherein there is controlled temperature and a low noise level, plus a minimum of distractions.
ENVIRONMENTAL CONDITIONSThe following work environment characteristics described here are representative of those an employee encounters while performing essential functions of this job.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The noise level in the work environment is usually quiet.
PHYSICAL ACTIVITIESThe following physical activities described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions and expectations.
Moderate diversity, low physical.
Work activities which allow for a moderate amount of diversity in the performance of tasks which are not as varied as those positions with high-level diversity and decision-making.
While performing the functions of this job, the employee is continuously required to use hands to finger, handle, or feel, talk or hear; regularly required to sit; frequently required to stand, walk; and occasionally required to reach with hands and arms, stoop, kneel, crouch, or crawl.
The employee must occasionally lift and/or move up to 10 pounds.
Specific vision abilities required by this job include close vision; and distance vision.
ADDITIONAL INFORMATION Must be proficient in Microsoft Office applications, Word processing, Spreadsheets, Internet, email and Database software Must have strong organizational, interpersonal communication and customer relations skills Must be able to perform in a fast paced environment, handle multiple tasks and function as an integral part of a team Must be able to interact professionally with all employees and external customer contacts; Must be able to exercise excellent relationship management skills Must have the ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures or government regulations Must have the ability to effectively present information and respond to questions from groups of managers, clients, customers and the general public Must have the ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists Recommended Skills Accounting Billing Business Relationship Management Communication Compliance Training Critical Thinking Estimated Salary: $20 to $28 per hour based on qualifications.
ESSENTIAL DUTIES AND RESPONSIBILITIES1.
Answers a large volume of incoming calls from broker dealers, financial advisors and sales representatives.
This duty is performed daily.
2.
Works closely with brokers and internal employees to solve problems.
This duty is performed daily.
3.
Gathers documentation and due diligence for new assets.
This duty is performed daily.
4.
Provides daily and weekly updates to broker dealers, financial advisors and sales representatives.
This duty is performed daily.
5.
Processes loan fund and other institutional billing.
This duty is performed daily.
6.
Serves as a primary contact for new and existing brokers dealers, financial advisors and sales representatives.
This duty is performed as needed.
7.
Sets up online access and/or reset passwords.
This duty is performed as needed.
8.
Handles contact updates and changes to operating system related to broker dealers, financial advisors and sales representatives.
This duty is performed daily.
9.
The ability to work in a constant state of alertness and in a safe manner.
This duty is performed daily.
10.
Completes required BSA/AML training and other compliance training as assigned.
This duty is performed quarterly.
11.
Perform any other related duties as required or assigned.
QUALIFICATIONSTo perform this job successfully, an individual must be able to perform each essential duty mentioned satisfactorily.
The requirements listed below are representative of the knowledge, skill, and/or ability required.
EDUCATION AND EXPERIENCEKnowledge of a specialized field (however acquired), such as basic accounting, computer, etc.
Equivalent of four years in high school, plus night, trade extension, or correspondence school specialized training, equal to two years of college, plus 12 to 18 months related experience and/or training, or equivalent combination of education and experience.
COMMUNICATION SKILLSAbility to read and understand simple instructions, short correspondence, notes, letters and memos; ability to write simple correspondence.
ability to read and understand documents such as policy manuals, safety rules, operating and maintenance instructions, and procedure manuals; ability to write routine reports and correspondence.
ability to read, analyze, and understand general business/company related articles and professional journals; ability to speak effectively before groups of customers or employees.
MATHEMATICAL SKILLSAbility to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.
Ability to compute rate, ratio, and percent and to prepare and interpret bar graphs.
CRITICAL THINKING SKILLSAbility to utilize common sense understanding in order to carry out written, oral or diagrammed instructions.
Ability to deal with problems involving several known variables in situations of a routine nature.
REQUIRED CERTIFICATES, LICENSES, REGISTRATIONSNot indicated.
PREFERRED CERTIFICATES, LICENSES, REGISTRATIONSNot indicated.
SOFTWARE SKILLS REQUIREDIntermediate:
10-Key, Alphanumeric Data Entry, Presentation/PowerPoint, SpreadsheetBasic:
AccountingWORKING CONDITIONSNormal working conditions as found within an office setting, wherein there is controlled temperature and a low noise level, plus a minimum of distractions.
ENVIRONMENTAL CONDITIONSThe following work environment characteristics described here are representative of those an employee encounters while performing essential functions of this job.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The noise level in the work environment is usually quiet.
PHYSICAL ACTIVITIESThe following physical activities described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions and expectations.
Moderate diversity, low physical.
Work activities which allow for a moderate amount of diversity in the performance of tasks which are not as varied as those positions with high-level diversity and decision-making.
While performing the functions of this job, the employee is continuously required to use hands to finger, handle, or feel, talk or hear; regularly required to sit; frequently required to stand, walk; and occasionally required to reach with hands and arms, stoop, kneel, crouch, or crawl.
The employee must occasionally lift and/or move up to 10 pounds.
Specific vision abilities required by this job include close vision; and distance vision.
ADDITIONAL INFORMATION Must be proficient in Microsoft Office applications, Word processing, Spreadsheets, Internet, email and Database software Must have strong organizational, interpersonal communication and customer relations skills Must be able to perform in a fast paced environment, handle multiple tasks and function as an integral part of a team Must be able to interact professionally with all employees and external customer contacts; Must be able to exercise excellent relationship management skills Must have the ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures or government regulations Must have the ability to effectively present information and respond to questions from groups of managers, clients, customers and the general public Must have the ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists Recommended Skills Accounting Billing Business Relationship Management Communication Compliance Training Critical Thinking Estimated Salary: $20 to $28 per hour based on qualifications.
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