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| Job Category : | Business |
| Company Name: | Procom |
| Position Name: | Financial Client Service Rep, MS Office – 328055 |
| Location : | 3430 E Sunrise Dr, Tucson, AZ 85718 |
| Job Description : | RBC Job ID: 127438-1 Job Title: Financial Client Service Rep, MS Office Duties: Looking for one person to join support staff, assisting Financial Advisors Customer service – Composing letters or memos Assisting clients over the phone, mailing forms to the clients for signatures Role: Become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills to help our advisors manage and grow their business. Demonstrate a client first approach as you meet compliance standards, research and resolve problems, onboard new accounts, process and maintain account records, implement technology changes and prepare correspondence in a fast paced, professional and collaborative environment. Must-have • Minimum of 1 year office or customer service experience (including internships, part-time positions) • Basic computer skills including Microsoft Office • Strong verbal and written communication • Excellent people, organizational, and client service skills • Attention to detail coupled with the mindset of how you can make advisors more efficient and effective • Ability to adapt to a rapidly changing business and technology environment Nice-to-have Responsibilities: |
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