Relationship Manager (Current Employee), Canada – December 12, 2014
Pros: really flexible in terms of work/life balance
Cons: no opportunity to grow, low pay (and getting lower for new hires), no challenge, hr does not help when it comes to looking for new opportunities, no communication among employees or management, no proper year end reviews, managers only care about their numbers not about employee, have to fundraise for our own christmas party if we want to have one.
If you're seeking a fairly secure, stable job - not career, this is it for you. If you are looking to gain skills and be challenged on a regular basis, this isn't it. There are huge limitations to moving up within the company, the company generally prefers to hire externally rather than internal. Most people have been with the company for a significant – more... number of years, if you've been here less than 10 years, you're considered a newbie and the company has no problem with you quitting even if you've been there more than a decade. They claim to be a multinational company but there are no opportunities to work with or at different offices globally. When you try to look for another job most people have found that the experience gained at this company is of no use to any other company. – less
Customer Service Representative (Former Employee), Jersey City, NJ – September 9, 2014
Pros: 30 or 1 hour lunch breaks with two 15 mins break was an employees choice.
Cons: that my department was moved to tx.
My typical day at work was coming in to work and knowing exactly what I was doing for the day, which its what I like. I took over 90 calls a day assisting shareholders with their accounts, buy and/or sell shares inquiries, assisted employees with their shares and accounts as well mainly for JP Morgan. I took wire transfer instructions for oversees shareholders – more... and transfered to leads for processing. In rare cases I would have to escalate calls to leads or create cases for back office investigations. I learned how to work the system very quickly and how to be more of a people person in this experience. My coworkers were all great people who I got along with very well. The hardest part of my job was always the irrate customers who would call in and yelling and calling you all types of names, something I learned to understand. The most enjoyable part of my job was I liked coming into work and didnt have to wait for anyone to tell me what I had to do for the day like you would have to in retail work. – less
Customer service representative (Current Employee), Canton, MA – August 11, 2014
Pros: good health care
Cons: short breaks
I answer any questions or concearns that a shareholder might have about their account assist with selling and instruct on how to but stock. i also help shareholder get access to their online account. enrol them in different plans
Share Reconciliations II (Former Employee), Jersey City, NJ – July 15, 2014
• Daily balancing employee’s stock option and common shares with each client’s nominee • Document unresolved or exposed shares by emailing to the Investment Services • Submit request to correct shareholders’ account such as missing purchased shares or share-shortage • Request to purchase or sell small amounts .777 or less to balance shareholders’ accounts. • – more... Daily communications with outside transfer agents who balances the nominee for our employees plans. – less
Customer Service Representative (Former Employee), College Station, TX – June 30, 2014
Pros: co-workers fun, being able to fully assist the client.
Cons: constant monitoring, short lunches, very little job diversity.
We take calls on a per available basis,. calls are to be taken constantly unless on a break, lunch, or the 7 mins of personal time they give you.
I learned so much more about the financial aspects and the stock market than the little to no information I had before. It also greatly developed my customer service skills more by learning to de-escalate – more... calls based on the situation, and knowing that I could assist them to do almost everything they needed to do with the information i was taught.
My co-workers are what kept me at the job. There are great people that work there, who are active and knowledgeable and are great at what they do. I was able to ask them for assistance when I was stuck.
One of the hardest parts of the job was the constant monitoring. They closely track what your doing, how long you do it, and you have to always notify them if you intend to change activities (i.e. personal time, break, lunch, or after a call to write notes about it). You really have no choice but to take calls all day, there is no variety in the call center.
The most enjoyable part of the job was making sure the customer got the assistance they needed. When you are able to do something for them that the previous representatives couldn't do. The satisfaction from hearing the praise or joy in their voice really made the job worthwhile. – less
Sales driven atmosphere with great work ethic and team work
Business Operations Associate (Former Employee), Shelton, CT – June 13, 2014
Pros: annual offsite client conferences, offsite sales meeting with the team, benefits package
Cons: my division of the company was acquired by solium capital
Fun place to work with a challenging work experience. Direct interaction with upper management and my team. Weekly organized sales meetings to discuss pipe line and goals. Great moral which make it an enjoyable work environment.