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Service Associate

DISYS

This is a Full-time position in Fort Mill, SC posted June 23, 2022.

We are looking for a Service Associate for our client in brokerage financial services. You would work in a call center environment taking approximately 30-40 inbound calls per day from Financial Advisors, their assistants, and internal Service Associates. Associates will make outbound calls to other departments regarding issues associated with Managed Accounts platforms. Associates must be able to understand multiple products and the risks, fees, and operational tasks for the products. You will also guide Financial Advisors and their assistants through company processes and system platforms as they relate to Managed Accounts platforms. You will assist with system and operational issues as well as assisting with system enhancements and upgrades. You must have strong over the phone customer service experience and documentation experience. Previous finance and FINRA experience is a huge plus. This would be a great first step into a Financial Advising career. If that sounds like something you would be interested in, please apply!

Digital Intelligence Systems, LLC (DISYS) is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.

Job Requirements:
Strong over the phone customer service experience and documentation experience. Previous finance and FINRA experience is a huge plus.

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