Specialized Trust Company Hiring for Account Open Specialist Job at Albuquerque, NM Full Time

The Account Open Specialist for the Operations department processes new accounts, incoming and outgoing transfers. Develops and enhances the client experience by providing superior customer service and support to clients by phone and email.

ESSENTIAL FUNCTIONS:

• Processes new client accounts

• Provides status updates to clients regarding new accounts, incoming and outgoing transfers, and file maintenance requests

• Resolves client concerns, performs research and responds accordingly both internally and externally.

• Corresponds with clients to clarify corrections and requests additional information as needed

• Updates client account information to ensure accuracy of client information

Ensures accuracy of information through data verification affording timely processing of transfer requests

OTHER FUNCTIONS:

• Ensures document maintenance and retention procedures are followed in accordance with company procedures

– Assists other departments as needed

• Performs other duties as assigned

QUALIFICATIONS: Education and Experience: * High School Diploma or GED * Minimum 1 year of experience in the retirement and/or financial industries * Minimum 1 year of experience in a customer driven environment

PROFESSIONAL CERTIFICATIONS:

• None Required

TECHNICAL SKILLS:

• Ability to type a minimum of 45 WPM preferred

Job Type: Full-time

Pay: From $16.50 per hour

Benefits:

• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Supplemental pay types:

• Bonus pay

Experience:

• Customer service: 1 year (Preferred)

Work Location: One location