Job Summary
We are seeking a highly organized and service-oriented contractor to join our operations team. This role involves handling time-sensitive daily reports, managing sensitive client information, and providing exceptional service to high-net-worth clients and financial advisors. The ideal candidate will be a quick thinker, a strong communicator, and a collaborative team player.
Essential Duties and Responsibilities
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Process and manage daily operational reports with strict deadlines.
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Handle confidential and sensitive information with discretion and accuracy.
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Provide phone support for clients and financial advisors (approximately half the workday).
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Deliver a service-first experience in all client interactions.
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Collaborate effectively with team members in both virtual and in-person meetings.
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Participate actively in team discussions, training, and feedback sessions.
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Utilize Microsoft Office Suite (Excel, Outlook, Word, etc.) at an advanced level.
Knowledge, Skills, and Abilities
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Proven experience in a client service or operations support role.
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Strong proficiency in Microsoft Office, especially Excel and Outlook.
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Excellent verbal and written communication skills.
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Ability to make quick, informed decisions under pressure.
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Professional, pleasant demeanor with a focus on client satisfaction.
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Comfortable working with high-net-worth individuals and financial professionals.
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Ability to maintain confidentiality and handle sensitive data responsibly.
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Willingness to fully engage in team meetings, both virtual and in-person.
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High school diploma or equivalent required and a minimum of 3 years of client services experience.
This is the pay range that Magnit reasonably expects to pay for this position: $18.30/hour - $24.17/hour
Benefits: Medical, Dental, Vision, 401K
QUALIFICATION/LICENSURE
Work Authorization : US Citizen
Preferred years of experience : 3 years
Travel required : No travel required
Shift timings :