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Financial Services Associate

Company: RenPSG
Location: Indianapolis
Posted on: July 14, 2019

Job Description:

Our Financial Service Associates (Internally called Client Executives) serve as the primary point of contact for our clients. They provide thorough daily follow-up to ensure that all statements, financial transactions, and data entry are processed in a timely manner. A positive attitude is a must in order to build strong client relationships and work as a cross-functional, collaborative team member. Responsibilities Ensure client retention, loyalty, and continued opportunities with excellent client service achieved through pro-active client contact, prompt and accurate responses, high energy and enthusiasm Serve as first point of contact for problem resolution Run daily/weekly/monthly reports to discover and act on exception reporting Maintain and update client records Review & propose projects/processes to enhance Company effectiveness Exercise initiative in assisting with projects and helping where needed Knowledge, Skills & Abilities Bachelor's degree preferred Experience in accounting or financial services a plus Attention to detail, strong time management skills, highly organized, ability to work well with others and a desire to learn Client and service focused to achieve timeliness and accuracy Flexibility and agility to shift priorities, cross-train and contribute to individual, team and company priorities Strong business ethics & personal integrity Excellent communication skills, both verbal and nonverbal Microsoft Office Suite experience PandoLogic. Keywords: Bank Teller, Location: Indianapolis, IN - 46259

Keywords: RenPSG, Indianapolis , Financial Services Associate, Accounting, Auditing , Indianapolis, Indiana

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