Support client service associates and operational personnel
checking inbound client documents for accuracy, notating all activities on the account, and submitting accurate forms for final processing to service center
Make outbound contact both in writing and verbally with clients concerning paperwork.
Requires ability to define and prioritize project activities and follow-up on project progress
strong written and verbal communication skills, strong working knowledge and proficiency in the appropriate computer programs such as MS Word and database input is essential, knowledge of financial services field.
Must be able to learn quickly and to engage in a number of detailed tasks at once.
Must have strong flexibility in regard to the duties assigned and problem-solving skills, be able to work independently.
Requirements :
- Bachelor's degree
- Prioritize work and meet deadlines
- Multi-task Professionalism
- Work well in a team environment
- Attention to detail Awareness and correct assessment of risk
- Excellent communication skills
- Ownership mentality
- Ability to creatively think through problems and identify solutions