Financial Customer Service Representative

At Modis, we use our insight, knowledge and global resources to make exceptional connections every day. With 70 branch offices located strategically throughout North America, we are positioned perfectly to deliver the industry's top talent to each of our clients. Clients choose Modis as their workforce partner to s

Interested in working in a Customer Service Representative position in Phoenix, AZ with a dynamic and growing company? In this role our client is a fortune 500 company with room for growth and stability. We are looking for someone who is smart, dependable, driven.

* Receive inbound calls from Advisors and clients who have service related issues. * Create a strong working relationship with Advisors and their assistants. * Educates advisors where to find online information. * Process incoming on line requests from Advisors and resolve requests in a timely manner. * Log transactions into CRM system for most inbound calls * Work with peers and management to resolve issues. * Pay close attention to detail, process work accurately. * Exercising the appropriate judgment when escalated issues may require a supervisor or manager. * Ability to communicate with other business units within our client’s company to resolve advisors concerns and issues. * Analyze problems and follow through to resolution. * Use a collaborative effort to work through business matters with other business units to assure satisfaction of the needs of our advisors. * Meet quality and production goals. * Strong interaction with clearing firm and external vendors on routine brokerage account platform questions. * Assist with other projects as needed. * Provide peer to peer training. * Keeping up to date on changes to industry and business processes.

* Ability to verbally communicate effectively with the Advisors regarding service issues. Ability to read and interpret company policies, operations manuals, Pershing manuals, and technical guides. * Ability to add, subtract, multiply, divide, and calculate percentage. Ability to calculate interest, reinvestments, trade figurations, and commissions. * Proficient at Microsoft Word, Excel, Salesforce, Internet Explorer, Outlook, PowerPoint, and Legacy back office systems. * While performing the duties of this job, the employee is regularly required to sit, use hands to touch and feel, reach with hands and arms, talk and listen. The employee is occasionally required to stand and walk. The employee is occasionally required to lift up to 10 pounds. The vision requirements include close, distance, and peripheral vision, depth perception, and ability to focus. * Series 7 license preferred but not necessary * fingerprinting will be required upon an offer