Financial Services Operations Representative

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