Financial Services Account Associate Specialist

1 day ago


Hyderabad Secunderabad Telangana, India beBeeCustomerService Full time

Job Role: Financial Services Account Associate Specialist

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  • We are seeking a highly skilled and motivated Account Associate to join our team in a challenging role where you will be responsible for ensuring customer information is accurate and up-to-date.
  • This involves verifying and inputting customer requests, as well as managing inbound and outbound calls to clients to resolve any issues or confirm information.
  • You will also be responsible for making courtesy calls to clients upon request, maintaining a high level of professionalism during calls and focusing on delivering positive outcomes for customers.
  • In addition, you will perform quality control activities to ensure quality standards are met and adhere to all policies and procedures guidelines and divisional operational metrics/standards to achieve operational, productivity and quality goals.
  • Other responsibilities include identifying improvement opportunities to streamline business processes, guiding and mentoring peers on less complex processes and adhering to all fund/company policies and regulatory controls/requirement.


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