Address
Form of workThe client is located in Fairfield, IA. Must be open to going onsite!
Job Description:
100% onsite role - will have the ability to move to hybrid (1-2 days from home) after 6 months. Open to background of candidate - need someone that is reliable and can catch on quickly with an extensive training process. Open to greener candidates that are eager to learn and build in a career.
Daily Duties:
- Will start with indexing and assisting with processing brokerage paperwork. Will need to learn specific requirements for Pershing, Fidelity, and National. This is a very details oriented role.
- Will be assisting with opening new accounts, 401k adjustments, updating licensing, beneficiaries, investment, and retirement accounts.
- Will move into a Customer Service line of work around 2-3months into the role - must be comfortable with assisting with indexing, processing, and Customer Service lines of work!
- Must provide excellent Customer Service to internal and external customers
Shift:
- During training, will work 8am-5pm with an hour lunch. Once out of training, they will have the flexibility to work between 7am-6pm.
Additional Skills & Qualifications
- Previous experience with multiple computer systems and training in a fast paced work environment - 1+ years
- Call center experience or office background
- PREFER:
- Experience working for a bank/credit union/bank teller
- Previous retail or call center experience
- Previous CNA experience
We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.
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.
