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Financial Services Representative

Company: Aston Carter
Location: San Diego
Posted on: November 26, 2022

Job Description:

We are hiring financial services representatives for our client in San Diego to start early 2023! Please read all the details below and apply if you feel like this is a great role for you! Pay : $20-$23- Depending on degree and experience Location: San Diego Duration: 3-6 Month Contract- Might be offered a permanent position with excellent performance Start Date: Early 2023 Job Requirements --- 1-3 years of experience working with clients in a Financial Services environment OR a degree in any Business Field --- Proficiency in Microsoft Word, Excel, and Outlook required --- Must work well in a team environment --- Must be able to work well in high-pressure situations under tight deadlines --- Must be able to prioritize tasks and work well under pressure while remaining focused --- Must be self-motivated and client service-oriented --- Must be willing and motivated to deliver proactive communications to clients --- Research and resolution experience preferred Must have at least an Associates DegreeDay to Day Job Duties

  • On-site for training - may offer hybrid model
  • Qualifies validated paperwork, activates and maintains advisors accounts
  • Research, resolve and follow-up on applicable transfers, cash movements, document restrictions on accounts and release restrictions when issues are resolved
  • Contact contra firms as needed to status submitted transfers or to make general inquiries as to contra firm procedures or contact/delivery information
  • Review and process cash management, transfer request and banking needs the clients may have requests for Advisors and their Clients
  • Analyze all paperwork received, document and notify clients of pending issues, work closely with clients for resolution, and accurately process accounts, as they are resolved
  • Performing in depth research on issues as well as identify best courses of action to best service the client and protect the firm from liability
  • Partner internally with Relationship Managers to ensure the appropriate research and resolution of issues in a timely manner
  • Serve as a subject matter expert to 2 or more back office specialty areas and perform basic functions in all area About Aston Carter: Please Note: Scammers are posing as Aston Carter. We'll never contact you via Gmail, Telegram, or WhatsApp and we'll never solicit money from you. At Aston Carter, we're dedicated to expanding career opportunities for the skilled professionals who power our business. Our success is driven by the talented, motivated people who join our team across a range of positions - from recruiting, sales and delivery to corporate roles. As part of our team, employees have the opportunity for long-term career success, where hard work is rewarded and the potential for growth is limitless. Established in 1997, Aston Carter is a leading staffing and consulting firm, providing high-caliber talent and premium services to more than 7,000 companies across North America. Spanning four continents and more than 200 offices, we extend our clients' capabilities by seeking solvers and delivering solutions to address today's workforce challenges. For organizations looking for innovative solutions shaped by critical-thinking professionals, visit . Aston Carter is a company within Allegis Group, a global leader in talent solutions. The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law. If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please call or email for other accommodation options. However, if you have questions about this position, please contact the Recruiter located at the bottom of the job posting. The Recruiter is the sole point of contact for questions about this position.

Keywords: Aston Carter, San Diego , Financial Services Representative, Accounting, Auditing , San Diego, California

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