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| Job Category : | Business |
| Company Name: | ASK Staffing Inc |
| Position Name: | Junior Financial Analyst |
| Location : | Columbus, OH |
| Job Description : | Job Title: Junior Financial AnalystLocation: Columbus, OH 43219Duration: 12 months contractJob Description: Responsibility to provide dedicated one-on-one support for the client throughout the inheritance process leveraging effective relationship management skills.Proactively communicating with clients by phone and / or email in order to provide a high level of service, transparency, and empathy to clients and beneficiaries.Process & follow up client service requests to ensure completion in a timely manner.Set appropriate expectations with clients and beneficiaries for requests, in line with internal Service Level Agreements, and ensure consistent follow-up.Provide world class customer service to both internal and external clients in all interactions.Research and resolve problems with both internal and external clients accurately and in a timely manner.Leverage Client systems and ensure all case interactions are appropriately entered and documented.Actively manage, monitor, and document daily case load by utilizing various technology resources.Apply Firm verification policies for all clients to avoid identity theft and fraudulent activity.Keep current on SEC/FINRA, Compliance and Firm guidelines and apply to processing and all interactions to ensure risk mitigation.About ASK: ASK Consulting, is an award-winning technology and professional services recruiting firm servicing Fortune 500 organizations nationally. With 5 nationwide offices, two global delivery centres, and employees in 42 states-ASK Staffing connects people with amazing opportunitiesJob Types: Full-time, ContractSchedule:8 hour shiftWork Location: One location |
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