Financial Services Operations RepresentativeVirtualVocations • San Francisco, California, United States
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Financial Services Operations Representative
VirtualVocations • San Francisco, California, United States
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- serp_jobs.job_card.full_time
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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
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Financial Representative • San Francisco, California, United States
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