Editor/Writer

At-a-Glance:
Join a global financial institution as a contract Editor/Writer in a hybrid role with in-office attendance three days per week.

Position Type:

• Contract
• Hybrid (in-office attendance 3 days per week)

Required:

• Experience in financial services.
• Excellent grammar and composition skills.
• Excellent written and oral communication skills.
• Strong initiative and drive.
• Proficiency in Microsoft Word and Outlook programs.
• Proven ability to work effectively with all levels of employees.
• Exceptional phone presentation skills.
• Able to perform efficiently in a fast-paced, changing environment while handling a wide variety of tasks.
• Strong organizational skills, attention to detail, and excellent follow-up skills.
• Ability to be self-motivated and succeed in a team atmosphere.
• 2 years of Client Relations, Customer Service, Banking Operations, Brokerage Operations, or Financial Services experience.
• Local and should be able to work 3 days onsite per week.

Preferred:

• Bachelor's degree in Finance, Economics, English/Communications or a related discipline; work experience considered in lieu of these degrees.
• Knowledge and some level of expertise in the brokerage industry or banking operations.
• Industry Experience: Financial Services, Brokerage, Wealth Management, or Banking.
• Demonstrated employment stability and a record of successfully completing prior assignments.

Responsibilities:

• Research and respond to operational client complaints while ensuring compliance with regulatory requirements and internal complaint-handling guidelines.
• Collaborate effectively with business partners, including field and operations staff and management, to escalate and resolve complaint-related issues.
• Build strong working relationships with Client Relations Editors while learning departmental processes and style guidelines.
• Manage workload effectively while demonstrating initiative, self-motivation, and accountability.
• Participate in the coverage of client-facing telephone lines, providing phone support at least one day per week.
• Maintain a professional and client-focused approach while handling incoming calls and addressing inquiries.
• Support various operational functions within Client Relations, including settlement processing, privacy opt-out processing, and participation in special projects as needed.

If your background aligns with what we’re looking for, you may receive a call from Ava, our virtual recruiter, for a brief screening conversation. Ava will ask a few questions about your experience and interest in the opportunity.


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