Ejecutivo De Accitrade

Detalles de la oferta

.The Ops Sup Analyst 2 is an intermediate level position responsible for providing operations support services, including but not limited to; record/documentation maintenance, storage & retrieval of records, account maintenance, imaging and the opening of accounts in coordination with the Operations - Core Team. Additionally, the Ops Sup Analyst 2 serves as the liaison between operations staff, relationship managers, project managers, custodians and clients. The overall objective of this role is to provide day-to-day operations support in alignment with Citi operations support infrastructure and processes.**Responsibilities**:- Update help content used by Knowledge Hub end users to service client inquires, as needed- Execute work assigned, including annual review certification and change requests- Serve as liaison to business for work assignments by asking fact finding questions, following up on open items and helping with content approval- Conduct needs assessment and update content or develop content related solutions according to business requirements- Research and seek out solutions to inquiries on help content and all other open items related to business including policy gaps and changes- Monitor work progression ensuring completion of assignments by requested due date- Fulfilling the clients' necessities while providing an exceptional client experience is the expected behavior from all our employees and it will be measured by specific metrics.**Qualifications**:- 0-2 years relevant experience- Proficient in Microsoft Office- Ability to work under pressure and manage deadlines or unexpected changes in expectations or requirements- Self-motivated and detail oriented- Proven organization and time management skills- Demonstrated problem-solving and decision-making skills- Consistently demonstrates clear and concise written and verbal communication skills**Education**:- Bachelor's degree/University degree or equivalent experienceThis job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.Objetivo del puesto:Atraer nuevos clientes, atender las referencias de prospectos referenciados por clientes actuales de AcciTrade, Priority, sucursales, Banca Patrimonial y Banca Privada.**Requisitos**:- Recién Egresados (Área de interes Financiera o Bursatil)- Conocimiento en fondos de inversión e instrumentos de inversión.- Manejo del Idioma Inglés Intermedio.- Certificación Figura 3 (AMIB) **(Indispensable)**- Experiência en Atención a Clientes.Funciones:- Atracción de Clientes- Atención a clientes en la oficina de AcciTrade.- Visitas a clientes.- Impartir capacitaciones a banqueros de diferentes segmentos.- Elaboración de reportes de ventas, seguimientos a aperturas de contratos, etc.- Elaboración de presentaciones diversas (Resultados, métricas de ventas, capacitaciones).- Atención y promoción de AcciTrade en stands en diversos eventos


Salario Nominal: A convenir

Fuente: Jobtome_Ppc

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