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Customer Service & Operations Representative

Company: Sawtooth Solutions
Location: Minneapolis
Posted on: November 23, 2021

Job Description:

About usIndustry: Financial Services: Client Service Operations ProcessingSawtooth Solutions is a comprehensive and flexible Financial Services platform. Our collaborative approach enables financial advisors to easily implement their wealth management offering while embedding the pillars of an institutional framework. We have a fun and casual environment. We would love to have you join us.ROLE DESCRIPTIONThe Customer Service Operations Specialist builds relationships with and provides operational support to an assigned group of Financial Advisors or Firms. This position is responsible for driving quality customer experiences and includes handling the daily operational needs of assigned clients and the broader responsibilities of the internal operations team.* This is a Monday-Friday position: 8:30am-5:00pmRESPONSIBILITIESHandles all operational processing, provides customer support, account set-up, account transfer, money-movement, trade request cases, maintenance and general administrative duties for assigned Advisors.Delivers training to new and existing Advisers on our proprietary systems as it relates to operations, and as needed, communicates procedures, documentation requirements and account processing methodologies to clients and their staff.Efficiently works with Advisors in responding to client service requests to ensure the optimal end client experience.Responds to Advisor requests and initiates contact in anticipation of emerging concerns and issues.Maintains accurate client records and documents all account activities in our CRM (Salesforce).Participates in and manages internal projects as assigned by manager.Handles inbound calls and emails from Advisors and custodians and accepts total ownership and accountability for all interactions to result in a high level of customer satisfaction.Proactively and on a regular schedule, communicates with clients on ways to improve operations and to build relationships.Reviews and audits client trade requests to help eliminate errors prior to submitting to the trade desk.Communicates ongoing progress toward resolution to the Advisor until the resolution is completed; provides feedback to the Advisor regarding any changes or updates in policies/procedures or related areas which were implemented as a result of the identified deficit.Is a solution-oriented individual who continually evaluates day-to-day activities for process improvement opportunities; offers ideas and helps contribute to implementing new solutions.Manages firm risk by setting appropriate expectations with Clients.Handles escalated issues for assigned clients and works to quickly and accurately resolve.Anticipates issues and identifies opportunities for improvement through detailed knowledge of assigned clients' business.Establishes and builds strong business relationships with internal partners, especially Sales, to improve the client experience, aid in retention and contribute to business growth.Initiates communications with Clients and Internal team members regarding open issues and concerns based on client inquiries.REQUIRED ATTRIBUTES & EXPERIENCE3 plus years of business work experience.Minimum of 2 years in either: customer service, client account management, operations, or financial services.Always puts the client's interest first and strives in every interaction to provide a world class client experience.Excellent follow-up and follow-through capabilities with the ability to take initiative.Able to manage multiple competing priorities on any given day.Must be a positive and confident individual with dynamic communication skills.Displays an energetic, helpful, and professional attitude at all times.Has a passion for self-improvement and personal development.Strong interpersonal skills with ability to develop value-added relationships with clients.Ability to work autonomously and manage time efficiently in order to meet client deadlines.Highly organized, with strong attention to detail, excellent multi-tasking and problem-solving skills.Job Type: Full-timePay: $40,000.00 - $51,000.00 per yearBenefits:401(k)401(k) matchingDental insuranceDisability insuranceEmployee assistance programHealth insuranceLife insurancePaid time offSchedule:8 hour shiftDay shiftMonday to FridayNo nightsOvertimeSupplemental Pay:Bonus payWork Location: One location

Keywords: Sawtooth Solutions, Minneapolis , Customer Service & Operations Representative, Hospitality & Tourism , Minneapolis, Minnesota

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