Customer Service Representative

Job Title: Customer Service Representative

Location: JACKSONVILLE, FL – USA 32246

Duration: 12+ Months Contract

Job Specific Description: 

Critical role in effectively managing daily business objectives with phone volume and service level management through the Managed Product MLSN Service Lines. Provides managed product support for Branch Offices to ensure all necessary tools, training and adequate client experience are being provided. Support includes daily interaction with Branch Offices, the MSG Product Partners and various operational teams within the home office. This individual will be responsible for providing service support for the Managed Accounts Processing and Services Department. Service inquiries from the branch offices include enrollment, maintenance, termination and billing of accounts for the below managed products. 

• Personal Investment Advisory (PIA) 

• Unified Managed Account (UMA) 

• Strategic Portfolio Advisor (SPA) 

• Managed Account Services (MAS) 

• Merrill Lynch Personal Advisor (MLPA) 

• Mutual Fund Advisor (MFA) 

Required Skills: 

Client focused, self-directed, team oriented. Good communication and organizational skills. Experience with Microsoft Office Products (Word, Excel, Outlook). Solve problems and makes decisions, adept to client service, flexible and adaptable. Detail oriented, uses policies and procedures accurately. 

TRAINING: 1 week of classroon training followed by 3 weeks of on the job training. Training schedule is typically Monday - Friday; 9:00 AM -5:30 PM; this schedule may differ slightly. 

Suppliers must use the job seeker comments section to document the level/whether the job seeker has these requirements at the time of submission. The skills are in order of importance. The more skills the candidate has, the higher they will rank in potential short listing to the manager: 

1. Must have a 4 year college degree (prefer management, finance, acct'g) 

**Recent college grads are acceptable** 

2. In-bound call center experience - minimum of 1 year experience 

3. Strong customer service experience 

4. Financial terms knowledge - dealing with products in trading and accounts 

5. Excellent PC skills - Proficient with MS Office applications 

ML exp is a plus!! 

Additional Info:

Must be able to pass a background check and a drug screen.

Need a 4 years Bachelor's and some financial industry experience.

Additional Info:

Must be able to pass a background and drug screen