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The Opportunity
Description
We're looking for a Customer Service Representative , working in Financial Services industry in Indianapolis, Indiana, United States .
- Be responsible for servicing retirement accounts + business partners (CSS + Advisor Services) for retirement accounts as well.
- Receive work through a queue and will be responsible for supporting money movement for distribution of finances, cashiering functions, issuing checks, offer guidance on setting up accounts, handling requests for IRA funds, transfers, etc.
- Be responsible for gathering information on accounts via an imaging system and plug into Schwab system.
- Utilize multiple systems, 6 applications at a time.
- Process distributions out of accounts. Handling federal and state tax withholdings.
Our Client Our client provides outsourcing, staffing, consulting and workforce solutions. Hiring for Engineering, Finance and Accounting, Healthcare, Human Resources, IT, Legal, Life Sciences, Manufacturing and Logistics, Sales and Marketing and Administrative roles. For 60 years. Via 5,000 offices in 39 countries.
Matching smart people with great jobs. Putting to work nearly 700,000 employees worldwide.
Helping people like you achieve your potential. Using innovative technologies and passion for people to provide you the best experience possible. Every single day.
Let this be your day. Put their expertise to work for you. You deserve it!
Experience Required for Your Success - 1+ years: previous banking/financial ops experience (brokerage, banking/teller)
- Money movement experience preferred.
- Good and quick math skills, attention to detail
- Data entry, processing with a high level of accuracy
- Ability to workwith multiple online applications/systems.
- Ability to work with dual monitors.
- Coachable, takes feedback well, attention to detail.
- Good attendance, punctuality
What Do You Think? Does your experience reflect what it takes to be successful in this role? Do the work and challenges get you excited about what's possible?