Job Description: Essential Job Functions Research customer inquiries and respond to appropriate parties in a timely manner. Perform account updates/Maintenance, processes requests and updates account history with results of inquiry to include proper documentation. Processes and distributes incoming and outgoing mail for multiple clients in accordance with established service level agreements as needed. Performs data entry and matches documents to appropriate accounts to ensure up to date and accurate information as needed. Interfaces with team members, management, and customers in reference to customer service issues. Supports escalation and resource calls and research and resolution work from front-line and back-office admin teams as assigned. Supports service recovery activities in managing multiple client call remediation and Voice of the Customer (VOC) survey feedback and escalations as assigned. Reviews and recommends modifications to procedures and workflow as necessary to ensure efficient and effective processing of transactions. - Continuous improvement activity Assists supervisor/manager with the day-to-day operations of the customer service area, including training and/or mentoring less experienced staff. Support QA function for general service teams and enhanced QA review required for FINRA registered associates performing transactions on products with Variable investment feature (FINRA governed) as needed/assigned.
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Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED