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Business Support Specialist

Job Description

As a Business Support Specialist you will provide client service, operational, marketing, and administrative support to primarily Financial Consultants (FC) within Chase Investments Direct.  Business Support Specialists create efficiency and increase the FCs’ capacity to handle more client calls by removing administrative or operational tasks that do not require an Advisor to directly handle.  BSAs play a critical role for special functions within the department defined as our “support team.”
Key responsibilities include:
  • Supporting FCs through a variety of tasks including, but not limited to, account opening, account maintenance, gathering statements, completing documentation
  • Data entry for all client inquiries and certain delegated functions (i.e. processing inbound intake forms, sending out initial emails to prospects on behalf of the FCs, etc.)
  • Data entry and research for referral source management.
  • Group mailbox management and organization.
  • Fed-Ex or Fax processing – inbound and outbound
  • Document review (i.e. pre-review on all outgoing client documents for accuracy and errors)
  • Basic research items with clients and back-office (i.e. the fax was never received or is illegible, the instructions we provided were not followed properly, statement copies, etc.)
  • Support Operations Manager with all her or his job duties
  • Back-up Administrative Assistants when she or he is out of the office
  • Help identify cross Line of Business partnership opportunities
  • Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires
  • Supporting business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation)
  • Facilitate accurate and timely account set up
Minimum two years of financial services industry experience with a focus on exceling at client service
  • Call center experience preferred
  • Self driven, Excellent interpersonal/communication and organizational skills
  • Experience identifying areas for process improvement and creating efficiency within a process
  • Detail oriented, strong analytical/problem solving skills, ability to work in a team
  • Ability to work in a fast paced professional environment with heavy phone-based customer interaction
  • Ability to manage and resolve difficult situations with clients
  • Strong compliance record in prior position(s)
  • Proficiency in Word, Excel, and PowerPoint
  • Experience working on project teams and the project management process, with particular attention to information technology projects
  • Knowledge and proficiency with SharePoint, InfoPath, Access, and Visio strongly preferred
  • College degree preferred
  • Req #: 160044092
    Location: Westerville, OH US
    Job Category: Admin/Secretarial
    Employment Type: Full Time
    Potential Referral Amount: 0 US Dollar (USD)

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