Operations Support/17327

Operations Support

Volt is immediately hiring an Operations Support in Sandy, UT. As an Operations Support you will:

- Manage the transition of assets for individual clients by serving as a Subject Matter Expert for Clients, Financial Advisors, Client Service Associates and/or Branch Management to facilitate inheritance and legacy transfers. Additionally, the Associate will work closely with branches and other internal departments, provide support through various internal applications, and process paperwork in a virtual branch environment.

Key responsibilities include:

• Providing 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 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.
• 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.
• Other ad hoc duties as assigned

Additional requirements may include Series 7 and 66 required (or 63 & 65)

Skills Required:

• Basic clerical and administrative skills
• Effective written and verbal communication skills
• Excellent interpersonal and client service skills
• Organizational skills, attention to detail and excellent follow up skills

Qualification:

- 3-4 years financial services industry experience preferred including client service interactions, and knowledge of estates, trusts, and retirement plans, account opening and asset distribution processes.

- Degree Preferred

This is a Contract full time opportunity.

Pay Rate: $20.00 - $23.00 per hour

Benefits: Volt offers benefits (based on eligibility) that include the following: health, dental, vision, term life, short term disability, AD&D, 401(k), Sick time, and other types of paid leaves (as required by law), Employee Assistance Program (EAP).

Volt is an Equal Opportunity Employer and prohibits any kind of unlawful discrimination and harassment. Volt is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment on the basis of race, color, religion or belief, national origin, citizenship, social or ethnic origin, sex, age, physical or mental disability, veteran status, marital status, domestic partner status, sexual orientation, or any other status protected by the statutes, rules, and regulations in the locations where it operates.

If you are an individual with a disability and need a reasonable accommodation to assist with your job search or application for employment, please email hr_dept@volt.com or call (866) -898-0005.

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