Client Service Consultant

Company: Aerotek
Location: Richmond
Posted on: April 10, 2021

Job Description:

Description: A large top bank in Richmond, VA is looking to hire 60 Client Service Consultants.Need Series 7 license for this role.Person will be focused on complaints management-in brokerage operations sideSome complaints that are sales practice but most complaints sits in Escalation place so that will be focus.They have series 7 and front line client call experience-not afraid to reach out to clients and help navigate through complaint that wayThey have to be willing to learn about different roles (clearing channel, self direct, etc...- learn mechanics of role)Product knowledge and industry knowledgeNeed at least 6 months of retail brokerage experience.They will work with 4-5 different systems that they will need to learn system because they will need to close cases and navigate systemsResponsible for supporting internal and external customers by providing a more complex variety of support services in account management, operations, documentation, customer service and technical support. Duties include: working with existing customers and relationship managers to present product or service information, discuss operating problems and identify opportunities to cross-sell other services; assessing and analyzing account activity, reports, cash flow projections and financial statements for customers to identify irregularities and determine retention resolution; preparing monthly/quarterly financial and profitability reports and loan reports; promoting Bank services and seeking new business with present and prospective customers; consulting with upper-level management on high level financial planning; identifying external customer needs and evaluating profitability and risk; preparing marketing proposals; assisting with special projects relating to product conversions and new product development. Provide guidance to lower level staff.Skills:brokerage, series 6, series 7, annuities, complaint resolution, compliance regulationsTop Skills Details:-6 plus months of brokerage experience-Knowledge of brokerage vocabulary-Licensed in Series 7Additional Skills & Qualifications:Contract: 6 months, some will have the potential to go perm but no guarantee, it is all based on performance and availabilityBusiness Needs: The bank has a large backlog of cases and they are planning on transitioning to a new program, they need these cases to be closed out before the current software is decommissioned other wise they have to manually move them over and they are trying to avoid this About Aston Carter:Aston Carter is a distinguished global provider of recruitment and staffing services to companies requiring highly specialized business professionals. As a Best of Staffing Client and Talent leader, Aston Carter has an unrivaled commitment to delivering first class service to clients and business professionals across a variety of disciplines, including Accounting and Finance as well as Governance, Risk and Compliance. With more than 60 offices across Europe, Asia Pacific and North America, Aston Carter provides local, regional and global expertise to drive value and meet our customers' unique needs. Aston Carter is a division of Aerotek. Aerotek is an operating company of Allegis Group, a global talent solutions provider.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.

Keywords: Aerotek, Richmond , Client Service Consultant, Other , Richmond, Virginia