NON IT CSR Customer Service

"All candidates must be directly contracted by ASK Consulting on their payroll and cannot be subcontracted. We are unable to provide sponsorship at this moment".

Job Title: Customer Service, Lockbox

Location: Columbus OH 43219 (Hybrid)

Duration: 12 Months Contract (Possible extension)

Pay Range is $19 to $19.17/hr. on W2

Job Description:

Candidates must be available to work an 8 hour shift within the timeframe of 8 AM - 6 PM

Responsibilities include:

Provide world class customer service to field facing counterparts in all interactions

Ability to handle a high volume of requests in a fast paced environment.

Be self-motivated and able to work in a strong team and high activity environment

Troubleshoot live mutual fund order entry and trade adjustment inquires

Able to assist the field with mutual fund journal requests

The ability to deliver and review 529 plans offered

Apply firm policies and procedures on 529 account opening and maintenance

Ability to provide paperwork documentation needed for new account opening, change of broker-dealer, and rollover requests

Qualifications:

Bachelors degree preferred or equivalent education or experience

Financial experience required; mutual fund experience preferred

Inbound call experience required

Excellent interpersonal and client service skills

Effective written and verbal communication skills

Strong attention to detail and excellent judgement

Organizational skills, attention to detail and excellent follow up skills

Ability to research and resolve problems and service inquiries and escalate when appropriate

Strong computer skills including Microsoft Suite

Be self-motivated and able to work in a strong team and high activity environment

About ASK: ASK Consulting is an award-winning technology and professional services recruiting firm servicing Fortune 500 organizations nationally. With 5 nationwide offices, two global delivery centers, and employees in 42 states-ASK Consulting connects people with amazing opportunities

ASK Consulting is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all associates.