Relationship Representative
Location: Omaha, Nebraska
Description: CLS Investments, LLC is currently interviewing Relationship Representative right now, this occupation will be settled in Nebraska. For complete informations about this occupation opportunity kindly see the descriptions. PURPOSE :
The Relationship Representative provides superior service to our clients and acts as the first point of contact for the investment representatives and cli! ents of CLS Investments, LLC ("CLS"), a wholly owned subsidiary of NorthStar Financial Services Group, LLC ("NorthStar").
ESSENTIAL FUNCTIONS:
CUSTOMER SERVICE
- Field calls from investment representatives and clients from across country; answers questions and provides service on existing accounts, including billing inquiries, paperwork requirement inquiries, and other issues that arise regarding an account managed by our firm.
- Promotes client retention and identifies opportunities to build existing relationships through timely and accurate operational processing and service quality.
- Provides value-add recommendations to increase operational efficiencies within client firm’s back office.
- Collaborates with internal partners in delivery of timely and accurate information in response to inquiries and/or service issues.
- Processes service related items such as add! ress changes, distributions, systematic withdraws and purchase! s.
- Researches and responds to client issues related to cost basis information, cashiering functions, letters of authorization, powers of attorney, product knowledge support, tax reporting issues, alternative investments, transfers, and complaints.
- Finds creative solutions to client issues within standards and guidelines set by company and industry.
- Seeks advice and assistance from more experienced associates on more complex problems and issues; escalating issues as needed.
WORKING RELATIONSHIPS & CONTACTS
- Daily contact with investment representatives and clients regarding account-based information
- Ability to quickly develop a full understanding in New Accounts, Transfer of Assets, Cashiering, and Account maintenance processing
- Ability to speak with customers! over the phone, assess their needs, research information on the computer and provide clients with options at one time
- Ability to react well under pressure and manage difficult or emotional customer situations
- Ability to multi-task while maintaining careful attention to detail
- Ability to work effectively both individually and within a team environment
- Ability to work with a sense of urgency to meet deadlines and address competing priorities
- Proficient skills with Microsoft Office software including Word, Excel, PowerPoint and Outlook
- Effective written, listening and verbal communication skills
- Effective problem solving, organizational and analytical skills
- Minimum of an Associate’s Degree in Finance, Economics, Business Administration or related field required; Bachelor’s Degree preferred
- Series 6 or 7 license (or the ability to obtain license within ! twelve months of hire) required
- Minimum of one to three years of customer service experience required
- Experience working in insurance, banking, or financial services industry preferred
- Equivalent education and experience will be considered
The statements in this document are intended to describe the general nature and level of work being performed by individuals assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, knowledge, skills, and abilities required of individuals so classified. Reasonable accommodations may be made to enable individuals with disabilities to perform essential job duties and responsibilities.
WORKING CONDITIONS/EQUIPMENT/SAFETY:
Normally works in a general office environment with the use of computer, printer, telephone, copier, fax, and calculator. Lighting and temperature are adequate and there are no hazardous or unpleasant conditions caused! by noise, dust, etc.
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If you were eligible to this occupation, please give us your resume, with salary requirements and a resume to CLS Investments, LLC.
Interested on this occupation, just click on the Apply button, you will be redirected to the official website
This occupation will be started on: Fri, 26 Jul 2013 16:30:00 GMT
Apply Relationship Representative Here