NON IT CSR Customer Support

"All candidates must be directly contracted by ASK Consulting on their payroll and cannot be subcontracted. We are unable to provide sponsorship at this moment".

Job Title: Customer Support

Location: Columbus, OH, 43219 (Onsite)

Duration: 12 Months Contract (Possible extension)

Pay Range: $20 to $22.22/hr. on W2

Job Description:

Duties And Responsibilities:

Providing dedicated one-on-one support for the client throughout the inheritance process, leveraging effective relationship management skills

Proactively communicating with clients by phone and or email to provide a high level of service, transparency, and empathy to clients and beneficiaries.

Process & follow up client service requests to ensure completion promptly

Set appropriate expectations with clients and beneficiaries for requests, in line with internal Service Level Agreements, and ensure consistent follow-up

Provide world-class customer service to both internal and external clients in all interactions

Research and resolve problems with both internal and external clients accurately and promptly

Leverage the Client's systems and ensure all case interactions are appropriately entered and documented

Actively manage, monitor, and document daily case load by utilizing various technology resources

Apply Firm verification policies for all clients to avoid identity theft and fraudulent activity

Keep current on SEC/FINRA, Compliance, and Firm guidelines and apply to processing and all interactions to ensure risk mitigation

Other ad hoc duties as assigned. Education And Experience:

College degree preferred

3-4 years of financial services industry experience preferred, including client service interactions, and knowledge of estates, trusts, and retirement plans, account opening, and asset distribution processes Knowledge/Skills:

Basic clerical and administrative skills

Effective written and verbal communication skills

Excellent interpersonal and client service skills

Organizational skills, attention to detail, and excellent follow-up skills

Ability to research and resolve problems and service inquiries, and escalate when appropriate

Ability to efficiently handle a high volume of requests in a fast-paced environment

Strong computer skills, including the Microsoft Suite

Basic knowledge of Client's systems and procedures

Be self-motivated and able to work in a strong team and a highly active environment.

About ASK: ASK Consulting is an award-winning technology and professional services recruiting firm servicing Fortune 500 organizations nationally. With 5 nationwide offices, two global delivery centers, and employees in 42 states-ASK Consulting connects people with amazing opportunities

ASK Consulting is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all associates.