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ApTask · 1 day ago

Financial Representative

Columbus, Ohio Metropolitan Area

Contract

Onsite

New Grad, Entry Level

$20/hr - $22/hr

ApTask is seeking a Financial Representative for their Alternative Investments Operations team. The role involves providing support to Financial Advisors and branch employees by handling inquiries and managing cases related to Alternative Investments products, ensuring accurate and timely responses.

Human ResourcesInformation TechnologySmall and Medium BusinessesStaffing Agency

Growth Opportunities

Hiring Manager

Farheen Khanam

Responsibilities

Establish and nurture effective relationships to deliver world-class client service by handling inquiries via phone and managing cases from financial advisors and branch employees concerning Alternative Investments products, ensuring all responses are accurate and timely

Adhere to established procedures by efficiently routing processing requests to the designated teams and escalate inquiries for further research when necessary to ensure comprehensive solutions

Consistently achieve team and departmental service goals as set forth by management, actively contributing to the organization’s ongoing success and client satisfaction

Recognize risk in day-to-day processes to draw out the key issues and contribute to process improvements