Base salary components mentioned; + compensation (...
Hybrid
Strong written and verbal communication skills
Familiarity with basic accounting principles
Proficiency in excel and outlook software
This role serves as the first line of support for branch teams by resolving client account inquiries and disbursement errors
Job Summary
This role serves as the first line of support for branch teams by resolving client account inquiries and disbursement errors.
The position requires daily reporting and review of account activity to ensure strict compliance with firm policies and industry regulations.
Employees benefit from a collaborative team environment with opportunities to expand skills and make a real impact on client satisfaction.
Matching Summary
This role serves as the first line of support for branch teams by resolving client account inquiries and disbursement errors.
Salary
Base salary components mentioned; Additional compensation (cash or equity) may be included; Benefits package includes medical, dental, vision, life insurance, retirement savings, and paid time off
Skills & Requirements
Must-have
Strong written and verbal communication skills
Familiarity with basic accounting principles
Proficiency in Excel and Outlook software
Nice-to-have
Customer-first mindset and passion for helping others
Ability to thrive in a fast-paced environment
Experience training new associates
Key Requirements
High School Diploma or equivalent required
2+ years of experience in customer service or financial services preferred
Must be eligible for US work without visa sponsorship