Case Analyst (Financial Investments)
📋 Role Overview & Responsibilities
One of our wealth management clients is looking for a candidate for reviewing investment escalation cases. This can include private banking, brokerage, financial advisors, etc. This is a Monday through Friday, hybrid role.
Responsible for supporting internal and external customers by providing a more complex variety of support services in account management, operations, documentation, customer service and technical support. Operational and service cases are on a variety of subject matter….anything ranging from poor service received at a branch or in the contact center to back office functions and transacting on the account. Candidates need to be adept at diffusing situations and able to translate the information in a way the client would understand (refraining from acronyms and adding additional color to the explanation to educate the client). The cases will be assigned to your queue on a routine basis, where you are responsible for around.Candidate will research the cases, and update client on the status.
Qualifications
Must have an active Series 7 license (need to have at least 6 months left of eligibility).6+ months of client-facing experience required.6+ months of previous finance/banking experience required.
About TEKsystems
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.
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This position is located in Salt Lake City, UT with potential relocation and sponsorship assistance depending on candidate qualifications.
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