Wealth Management Support

Reqroute,Inc Chicago , IL 60290

Posted 2 months ago

Job Title Wealth Management Support RepresentativeContract Type:W2Pay Rate: $22/hr - $25/hr on W2Mode of interview: WebEx/PhoneLocation:Chicago, ILJob DescriptionAs a Wealth Management Field Support Training Representative you will work either in Brach or an inbound contact center taking calls from WM Filed advisors to support training and system navigation queries. Providing exceptional service on a variety of requests and queries on a new application.What you'll do :
-Effectively educate, promote and guide field partners through online and mobile self-service capabilities at every opportunity.
-Provide clear, complete and accurate responses to their questions and inquiries at point of call
- Provide navigation support through multiple applications and tools to understand policy / procedures, gain clarity on various products / services
-Display passion, commitment and deliver an experience that improves Field Operations effectiveness. Required skills :
-Must demonstrate the ability to effectively promote and verbally navigate field partners through accessing Wealth management application/s
-Experience verbally delivering complex information clearly, concisely and understandable to the Field staff, while quickly establishing rapport and exuding positivity and confidence
-Must possess the skills to navigate between multiple screens, while quickly and accurately typing relevant notes and processing information in the system
-Must have experience with gathering, absorbing and using facts / information to make effective decisions and develop sustainable solutions to problems and deescalate issues
-Demonstrates ability to quickly learn, adapt and become highly efficient on new and / or changing systems, applications, policies and procedures
-Proven experience fully adhering to process, policies, procedures, laws and regulatory requirements during all interactions, while working in a fast paced production environmentThanks & Regards,HarryTechnical RecruiterReqroute, IncRecruiting solutions for the digital world
harinder@reqroute.comDesk #415-960-3175
icon no score

See how you match
to the job

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Senior Management Consultant Wealth And Investment Management

Point B

Posted 4 days ago

VIEW JOBS 4/10/2021 12:00:00 AM 2021-07-09T00:00 Management Consulting has been the foundation of Point B's employee-owned firm for 20+ years. Our collaborative, forward looking leadership approach ensures our clients are on the right path to success. What makes Point B different? An employee-ownership model that gives you a voice in directing your career and building our firm. Diverse leadership opportunities to expand your skills, along with the support needed to deliver great results. A unique culture that recognizes the importance of flexibility and collaboration. Point B has been consistently recognized as one of the best places to work by Fortune® magazine, The Wall Street Journal, Consulting® magazine, Vault.com® and many others. WHAT YOU'LL GET TO DO: Deliver exceptional service and strategic value to our clients at 75-80% billable time Cultivate strong culture and communities within the market and across our Financial Services national accounts. Develop client relationships within the Financial Services with a focus on Wealth & Investment Management Collaborate with local and national teams to architect and deliver team-based solutions Grow the financial services client portfolio in size and profitability, collaborating with relevant Industry and Solution Leaders. Lead by example by generating, closing, and managing team-based solution engagements and growing Financial Services book of business Develop and execute a portfolio growth plan for Financial Services Engage in community and industry organizations to drive growth for Point B Connect clients within their portfolios and within the market Act as trusted client advisor and earn loyalty through superior service and responsiveness; actively share Point B's expertise Provide associate and peer development, oversight, and support WHAT WE OFFER OUR SENIOR MANAGEMENT CONSULTANTS: An environment that encourages you to identify new opportunities and provides the support to make it happen The ability to chart your individual career path based on your expertise and passions The chance to have a balanced lifestyle by working with local or national clients in a flexible consulting model The opportunity to build and be part of a fun and collaborative culture with teams that are as passionate about their communities as they are about their clients A comprehensive, flexible Total Rewards program that supports and recognizes each individual's unique needs and contributions to the firm WHAT WE EXPECT YOU'VE ALREADY DONE: A minimum of 7 years demonstrated success as a leader of complex business or technology initiatives within Financial Services industry Proven delivery track record in consulting (minimum of 5 years) Strong client and business community relationships in Financial Services Demonstrated expertise in Financial Services industry with a focus on Wealth & Investment Management Established expertise in project management methodologies, tools, and approaches Strong track record of client relationship management in a delivery capacity and business development B.A. or B.S. degree required. MBA encouraged Ability to work from home THE KIND OF PEOPLE WE LOOK FOR: Versatile consultants who thrive on variety and challenge Proven leaders with a strong growth track record and mindset Innate problem solvers who want to grow in a flexible, collaborative culture Engaging leaders who make a positive impact on their firm, clients, and communities YOUR OFFICE HOME BASE: Any Point B location INTRIGUED TO LEARN MORE? When you apply for this role, your information will be personally reviewed by our talent acquisition team (not by a robot). You can expect to hear back from us with feedback if we think there could be a fit and what next steps look like. ABOUT POINT B Point B is a consulting company dedicated to helping organizations with critical initiatives in the areas of customer engagement, growth investments, workforce experience and operations excellence. Our diverse set of experts spans 13 U.S. locations, with international reach via our partnership with Nextcontinent. We've helped global organizations of all stages and sizes achieve sustainable success by focusing on the humans at the center of change. What makes Point B Different? Our Founding Purpose and Values of our firm. Be part of a fun and collaborative culture with teams that are as passionate about their communities as they are about their clients 100% Employee Ownership - Giving you a voice in directing your career and building our firm Benefits - Our comprehensive package includes competitive base pay and an annual bonus, complete health benefits including an option for 100% employer paid premium for medical, vision and dental coverage for employees, ownership shares through our ESOP, self-directed time off and more Work-Life Balance - A unique culture that recognizes the importance of flexibility and collaboration. Our local and national model empowers you to choose the life you want Award winning - We are proud to be named a Best Workplace in the US by Fortune magazine, Best Workplaces for Millennials, and Best Workplaces for Women. Hear more about why people love working at Point B on GlassDoor We are an equal opportunity employer committed to a diverse workforce. We do not discriminate on the basis of race, religion, color, national origin, gender, gender identity, sexual orientation, age, marital status, veteran status or disability. Point B Chicago IL

Wealth Management Support

Reqroute,Inc