Inbound Support Coordinator

Description

• Researches outstanding investor checks.
• Enters, updates, maintains and files investor-related data in company systems ensuring confidentiality and security of sensitive investor information.
• Sorts, distributes, and manages incoming mail.
• Researches and processes undeliverable mail and email.
• Answers and manages inbound calls promptly and professionally.
• Prepares outgoing mail, including creating FedEx/UPS shipping labels.
• Gather and/or verify information to troubleshoot and resolve customer inquiries efficiently.

Requirements

• Excellent organizational and time management skills.
• This position requires a High School diploma, GED, or equivalent professional knowledge and/or work experience.
• This position requires a minimum of two years in customer service or administrative support, preferably in financial services, investments or real estate industries.
• Ability to work in a fast-paced environment and handle multiple tasks simultaneously.
• Intermediate skills in Microsoft Office are required for this position.
• Excellent verbal and written communication skills with a professional and courteous demeanor.
• Demonstrates highest standards of personal and professional integrity, providing a positive customer experience while adhering to company’s policies and procedures, and complies with applicable laws, government rules and regulations.
• Keyboarding skills are required for this position, at least 35 WPM.

Benefits

• Paid Parental Leave
• Participation in the company 401(k) plan with a company match
• Company-paid short-term and long-term disability
• Sick time
• Vacation Time, Nine Paid Holidays, Three floating holidays per year
• Company-paid life insurance equaling your annual base salary
• Tuition reimbursement opportunity
• Medical/Dental/Vision insurance (PPO)

Training + Development

Interview process

Visa Sponsorship

Security clearance