Operations Liaison Job at Stephens, Little Rock, AR

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  • Stephens
  • Little Rock, AR

Job Description

ESSENTIAL DUTIES AND RESPONSIBILITIES

  • Answer e-mail, phone calls and work as a liaison between our Financial Consultants and Sales Assistants and the middle office.
  • Resolve operational problems of all magnitudes in a timely and efficient manner while maintaining Financial Consultant and Sales Assistant goodwill.
  • Maintain files of confidential and routine material and information.
  • Assist assigned sales staff in resolution of routine problems with accounts by researching and compiling appropriate information for their use.
  • Backup to the PCG Loan Desk team.
  • Perform other duties as required by management

EDUCATION AND/OR EXPERIENCE

Bachelor’s degree or equivalent; or four to seven years related experience and/or training; or equivalent combination of education and experience.

Computer Skills

To perform this job successfully, an individual should have strong computer skills including working knowledge of Microsoft Excel, Word, E-mail and the Internet. Ability to learn and utilize industry specific software programs.

CERTIFICATES, LICENSES, REGISTRATIONS

Registrations will be required within 6 months of employment, 7 and 66 (63 and 65).

Job Tags

Work at office,

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