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vor 3 Wochen
Securities Customer Service Representative Opportunity
About the Role
- Provide exceptional customer service to clients regarding securities transactions.
- Offer information on market data, dividends, and capital measures to support informed decision-making.
- Process securities sales orders with accuracy and efficiency.
- Collaborate with internal teams and branches to address securities-related inquiries.
- Assist clients with online banking services.
- Address tax inquiries verbally and in writing, ensuring compliance with regulatory requirements.
Requirements
- Strong knowledge of the financial services industry.
- Excellent communication and interpersonal skills.
- Ability to stay informed on economic developments and market trends.
- Proficient in oral and written communication, with a focus on clarity and concision.
- Business education background or equivalent experience.
- Inbound phone support experience, with a proven track record of delivering exceptional customer service.
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