Job Summary:

Serves as the agent between Branches and the Home Office in call center environment. Reviews, updates, maintains, and services accounts. Protects the Firm, Financial Advisor (FA’s), and the client by enforcing collection procedures, policies, regulations, and monitoring activity in accounts, while providing superior service.  Candidates in St. Petersburg, FL, Southfield, MI, Memphis, TN will be considered for this onsite role. 

Department is in need of assistance for year end volumes including working through Money Movement requests and related items.

Essential Duties and Responsibilities

• Qualified Charitable Distributions
• Tax Withholding Setups
• Standing Letters of Authority
• Check Stop Pays
• Additional upskilling available per department needs
• Approving Disbursements from Client’s accounts

Knowledge, Skills, and Abilities:

• High School Diploma or equivalent
• MS Office Applications – Outlook, Word, Excel, etc. and 1-2 years of banking and/or customer service work experience or college degree are required 
• Attention to detail, quality focus, strong communication, ability to multi-task in fast paced environment and computer literacy

Knowledge of:

• Relevant word processing, database, spreadsheet, and e-mail computer applications to create and/or edit documents, reports, and correspondence.
• Compliance, with an eye for situations that could present risk to the firm.

Skill in:

• Verbal and written communication skills to interact with all levels of management, other associates and counterparts at other firms.
• Servicing a high volume of calls from Financial Advisors and associates while providing excellent customer service (multi-tasking is very important in this role)

Ability to:

• Project a professional demeanor to train associates on new duties and tasks.
• Work thorough complicated activity
• Work independently and in cooperation with supervisor.
• Work well under stress created by time deadlines, workflow volume changes, and telephone/associate inquiries.

This is the pay range that Magnit reasonably expects to pay for this position: $16.88/hour - $22.50/hour

Benefits: Medical, Dental, Vision, 401K