Casual Service Consultant role at ANZ providing seamless branch experience and meeting customer banking needs. Collaborating with colleagues to ensure quality service and cash management duties.
About the role
- Associate Cost Basis Consultant role supporting service teams to ensure accurate tax reporting and cost basis calculations for clients at LPL Financial.
Responsibilities
- Answer inbound calls from the Service teams.
- Research and perform related processing for service requests.
- Review accounts and perform reconciliation to ensure compliance with corporate and regulatory policies and procedures.
- Perform daily quality control, manage error rates and perform exception review processing.
- Effectively communicate with advisors and other operational groups to resolve various account discrepancies.
- Be proactive and remain cognizant of deadlines and regulatory requirements.
- Recognize issues, problems, or opportunities and determine whether action is required.
- Make connections and offers creative recommendations on how to solve business challenges.
- Assist with projects, UAT Testing and audits.
Requirements
- 1+ years of customer service experience
- 1+ years of BETA and Excel
- Must be comfortable relaying policy related information consistently in fast paced situations.
- General computer savviness with the ability to quickly navigate multiple applications.
- Ability to ask probing questions and actively listen to gain agreement with the caller.
- Interpersonal skills to establish a welcoming interaction that fosters rapport.
- Willingness to take ownership to provide accurate resolutions with each interaction.
- Learning mindset to respond and implement coaching and training.
Benefits
- 401K matching
- health benefits
- employee stock options
- paid time off
- volunteer time off
Job title
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