Full-Time
Job Not Found
Larson Financial Holdings
No salary listed
St. Louis, MO, USA
In Person
Category
 Operations & Logistics (1) |
|---|
Required Skills
Word/Pages/Docs
Customer Service
Oracle
Excel/Numbers/Sheets
Requirements
- Intense drive to ensure high quality and minimal customer escapes
- Ability to maintain confidentiality of information
- Ability to coordinate multiple tasks and priorities in a fast-paced environment
- Support other team members with their objectives and duties if needed
- Ability to work with a team of people to accomplish a common goal
- Flexible work schedule when experiencing high volumes
- Must have outstanding customer service skills
- Must be detailed oriented and problem solving
- Excellent written and verbal communication skills
- Ability to work independently and exercise discretion without immediate supervision
- Bachelor’s Degree, or Associate’s Degree or equivalent work experience, required
- Experience using and strong competence in Microsoft Office (Outlook, Excel, Word, Teams)
Responsibilities
- Enter billing settings for new accounts
- Set up held away and consolidated billing
- Enter missing data from custodian downloads
- Create new accounts in Orion
- Initiate termination of investment services process
- Provide support for special projects, as needed
Desired Qualifications
- Experience with Salesforce (or equivalent CRM) and Orion preferred