Financial Printer / Mutual Fund Customer Service Representative (Hybrid) Job at Command Financial, New York, NY

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  • Command Financial
  • New York, NY

Job Description

Job description

Provides direct support to the customer and translates customer task requests to the various production departments. Works in conjunction with salespeople associated with each specific project.

Responsibilities

  • Liaison between the customer and various departments, from inception through completion of each project
  • Answer telephones, sends and receives emails to follow-up with clients
  • Process all work received from the clients for submittal with all internal departments
  • Provides in-house support for salespeople when needed for customer related assistance
  • Ensure complete and accurate order specifications from the salesperson and/or the customer
  • Obtains all missing information from the customer for the estimating/pricing department and for the various production departments, and relays it in a timely fashion
  • Informs salespeople of all pertinent communications and/or transactions
  • Engage customers to gather job requirements
  • Ensure job instructions are entered and verified in the production system
  • Monitor progress of jobs throughout production
  • Updates production managers of all pertinent, upcoming job related events that require pre-scheduling
  • Documents information and customer task requests that impacts any department and monitor its progress
  • Reviews proofs, blueprints, SEC compliance and print samples before they are sent to the customer

Education and Qualifications

  • At least 5 years' of relevant work experience
  • Excellent phone etiquette and excellent verbal, written, and interpersonal skills
  • Ability to multi-task, organize, and prioritize work
  • Ability to learn all facets relating to financial printing Customer Service and Print Production
  • Previous work experience in financial printing preferred
  • Knowledge of SEC EDGAR filings a plus

Knowledge, Skills and Abilities

  • Excellent communication, interpersonal and team coaching skills
  • Enthusiastic, energetic, pleasant and a team player
  • Organized, efficient and detail oriented with the ability to multi-task
  • Ability to learn all facets relating to financial printing Customer Service and Print Production
  • Excellent skills in contemporary computer applications utilized by the CS department
  • Knowledge and experience utilizing Microsoft Office (Word, Excel and Outlook)
  • Knowledge of Adobe Acrobat and ability to mark-up PDF using editing tools, merge pages from various PDFs and utilizing advanced editing tools for adding header and footers and watermarks

Job Tags

Work experience placement,

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