Operations Client Services Specialist

Company: Kforce Finance and Accounting ( Learn More )

General Information
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Job Description


A Kforce client is actively recruiting for an Operations Client Services Specialist to join our team in Weehawken, New Jersey (NJ).Summary:The Operations Client Services Specialist is a representative in the Client Services team supporting external clients as part of the equity compensation team. In addition, they support internal and/or external clients in the areas of client support, branch support, product support, and/or key segments.Primary responsibilities:
  • Answer inbound calls from our external clients
  • Accept and enter equity trade orders on behalf of the client
  • Assist clients with website registration or navigation
  • Provide equity compensation plan education about their specific awards, company processes and/or procedures associated with their account
  • Provide support and guidance with internal clients involving the maintenance of the client's accounts associated with the Firm's investment products
  • Providing estimated time frames for requests to be completed
  • Job Requirements


    • Bachelor degree in related field is preferred
    • Financial services/Banking/Brokerage experience preferred
    • Exceptional phone conversation skills
    • Strong organizational skills, attention to detail, and excellent follow-up skills
    • Superior customer-centric focus, with proven ability to thoroughly resolve customer inquires
    • Able to perform efficiently in a fast-paced, changing environment, handling a wide variety of tasks
    • Ability to be self-motivated and succeed in a team atmosphere
    • Candidates must have flexibility in work schedule; Hours of operation for this team are Monday - Friday, 7am until 7pm ET; candidates specific schedule will be confirmed upon their start date; the team will discuss with worker to ensure hours are mutually agreed upon
    Kforce is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.