Financial Services Operations Representative

Job Summary

A company is looking for a Financial Services Operations Representative.

Key Responsibilities

• Perform daily account activities to process financial service requests efficiently and accurately
• Execute service requests such as purchases, redemptions, and account maintenance after formal training
• Review transactions for quality, ensuring accuracy and escalating concerns for improvement

Required Qualifications

• High School Diploma or equivalent with 1-year work-related experience; preference for candidates with financial services experience
• 1-2 years of business experience in customer support, customer service, or transfer agency roles required for advanced positions
• Critical thinking skills with the ability to analyze information from multiple resources
• Demonstrated ability to meet deadlines and adapt to changes
• Reliable high-speed internet connection and a dedicated, quiet home workspace