Job #: 1988

Title: Call Center – Franklin, TN


  • Other
  • Job Type:

  • Contract
  • Contract Pay Rate:
  • $0-25
    • Anywhere
    • Posted 2 years ago

    The Operations Client Services Specialist is a representative in the Client Services team
    supporting external clients as part of the equity compensation team. In addition other Ops Client Service Specialist support internal and/or external Wealth Management Americas clients in the areas of
    Client Support, Branch Support, Product Support and/or Key Segments.

    Primary responsibilities:

    -Answer inbound calls from our external clients.

    -Accept and enter equity trade orders on behalf of the client, assist clients with website registration or navigation, provide equity compensation plan education about their specific awards, company processes and/or procedures associated with their account.

    -Provide support and guidance with internal clients involving the maintenance of the Client’s accounts associated with the Firm’s investment products and providing estimated time frames for requests to be completed.

    Skills Required:
    • Financial services/Banking/ Brokerage experience preferred
    • Exceptional phone conversation skills
    • Able to perform efficiently in a fast-paced, changing environment, handling a wide variety of tasks
    • Strong organizational skills, attention to detail, and excellent follow-up skills
    • Ability to be self-motivated and succeed in a team atmosphere
    • Candidates must have flexibility in work schedule. Hours of operation for this team are Monday – Friday, 3 am until 11 pm ET. Superior customer-centric focus, with proven ability to thoroughly resolve customer

    Skills Desired:
    • Series 7 and 63 or 66 license
    • Bachelor degree is preferred
    • Background in financial services
    • Four year degree in related field​


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