• This role supports internal and external clients by providing moderately complex to complex support services in account management, operations, documentation, client service and technical support.
• In this role you will assist with relationship management for both banking and brokerage clients, and execute and confirm moderately complex securities transactions initiated by clients.
• Making outbound client calls with or without relationship managers, ensuring proper servicing and maintenance of accounts, adhering to compliance, and ensuring clear, concise documentation while achieving the highest level of quality service.
• May participate in special projects as needed.

This position requires securities licensing. In this role, you will

• Answer questions and solve problems involving all bank departments
• Make outbound client calls with or without relationship managers
• Ensure proper servicing and maintenance of accounts
• Adhere to compliance and ensure clear, concise documentation while achieving the highest level of quality service
• Support internal and external customers by providing a variety of support services in account management, operations, documentation, customer service and technical support and identify opportunity for process improvements within Customer Service
• Review and analyze less complex product or service information, and exercise independent judgment to guide operational efficiencies, quality and compliance
• Present recommendations for resolving more complex situations and exercise independent judgment while developing expertise in the policies, procedures and compliance requirements
• Collaborate and consult with colleagues, internal partners and stakeholders
• Provide guidance to less experienced staff

Skills:

series 7, writing, private banking, complaints management, WIM

Top Skills Details:

series 7

Additional Skills & Qualifications:

• -Must have an active series 7 license

About Aston Carter:

Please Note: Scammers are posing as Aston Carter. We'll never contact you via Gmail, Telegram, or WhatsApp and we'll never solicit money from you.

At Aston Carter, we’re dedicated to expanding career opportunities for the skilled professionals who power our business. Our success is driven by the talented, motivated people who join our team across a range of positions – from recruiting, sales and delivery to corporate roles. As part of our team, employees have the opportunity for long-term career success, where hard work is rewarded and the potential for growth is limitless.

Established in 1997, Aston Carter is a leading staffing and consulting firm, providing high-caliber talent and premium services to more than 7,000 companies across North America. Spanning four continents and more than 200 offices, we extend our clients’ capabilities by seeking solvers and delivering solutions to address today’s workforce challenges. For organizations looking for innovative solutions shaped by critical-thinking professionals, visit AstonCarter.com. Aston Carter is a company within Allegis Group, a global leader in talent solutions.

The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please call 888-237-6835 or email astoncarteraccommodation@astoncarter.com for other accommodation options. However, if you have questions about this position, please contact the Recruiter located at the bottom of the job posting. The Recruiter is the sole point of contact for questions about this position.