FINRA (6/63 or 7/63) Customer Service Representative - REMOTE Nationwi…
Northwestern Mutual21 - 32 USD/year
- Full Time
- Junior (1 to 2 years)
Not SpecifiedCompensation
Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial ServicesIndustries
Requirements
Candidates should possess a Bachelor’s degree in Finance, Accounting, or a related field, along with a minimum of 7 years of experience in trust administration, preferably within a brokerage or investment firm. Strong knowledge of various account types, including Individual/Joint, UTMA, IRA, Trust, Corporate, and Partnerships is required, as well as the ability to read and interpret trust instruments.
Responsibilities
The Senior Trust Officer - Client Services will communicate directly with clients, respond to their requests, and work to resolve issues to meet their needs, while also working with the FIS Trust System to provide administrative services such as generating customized reports and reviewing account activity. They will participate in client meetings, oversee and monitor transactions pertaining to outgoing and incoming cash movements, and maintain compliance with departmental policies and procedures. Furthermore, they will act as a liaison between commercial bank personnel, maintain good working relationships with clients and related professions, and represent the Trust Company in civic and professional settings.
Skills
Trust instruments
Client communication
Account administration
FIS Trust System
Report generation
Cash movement
Client meetings
IRA
Trust
Corporate accounts
Partnerships
B. F. Saul Company
Operates business-class hotels and accommodations
About B. F. Saul Company
B.F. Saul Company Hospitality Group operates a range of business-class hotels, primarily targeting business travelers while also accommodating leisure guests. They manage hotels under well-known brands like Intercontinental, Marriott, Leading Hotels of the World, Best Western, and Hilton, which helps attract a diverse clientele seeking reliable lodging. The company focuses on owning and operating these branded hotels to ensure consistent quality and service. Revenue comes from room bookings, hosting conferences and events, and offering dining and recreational services. With a dedicated team of nearly 1,400 professionals, the company emphasizes quality and teamwork in its operations, aiming to provide exceptional guest experiences.
Key Metrics
Bethesda, OhioHeadquarters
1892Year Founded
VENTURE_UNKNOWNCompany Stage
Real EstateIndustries
51-200Employees