What are the responsibilities and job description for the Phone Support - SAI position at Aston Carter?
Description:
This department receives calls for a separate business line within the company and uses different systems/platforms receiving about 30-50 inbound calls daily
Common calls include money movement, retirement, technical issues, new account opening procedures, processing forms, navigation of new/current systems
and calls with financial advisors, sometimes with clients.
Duties and Responsibilities:
- Receives calls from advisors, support staff, advisor assistants etc. And many times the calls are longer in nature and research heavy
- De-escalate client/advisor situations (many of their advisors are sometimes elderly and have been in the industry for years and years and may call frustrated with system changes)
- Assist with money movements
- Set up new investment accounts
- Work primarily through proprietary systems, but receive calls through Cisco Call Center, utilize Pershing as their clearing house
Qualifications:
- 2-5 Years Investment Industry Experience
- Customer Service in a Contact Center Setting
- Strong technical ability in navigating multiple systems
- Ability to critically think and problem solve
Highly Preferred:
- Candidates who have the SEI Certificate
- Candidates with a Series 7 or Series 63 License
- Candidates with experience with systems such as Salesforce and NetX360
Education/Licenses
- Bachelor's Degree Preferred in Finance/Business
- Series 7 or Series 6 License Preferred
- SEI certificate Preferred
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.
