In this position, you'll be based in the Louisville, KY office for a minimum of three days a week, with the flexibility to work from home for some of your working week. Find out more about our culture of flexible working. We give you a world of potential Global Operations Shared Services provides multiple business lines and regions operational support for core, high volume functions that are common across lines of business such as contact center, transaction processing and imaging support.â¯Services are across our global footprint and supported by underlying technology that enables optimization of execution. Account Recordkeeping is a function within Shared Services and is responsible for supporting multiple business lines in the areas of account maintenance, transaction processing and all other account-owner initiated recordkeeping activities and transactions. Processors in Account Recordkeeping execute transactions at a regional level for account-owners in line with internal risk policies, regulatory requirements, short deadlines and client service level agreements. A role you will love The Transaction Processor - Account Recordkeeping is responsible for the execution of transactions requested by shareholders over their accounts, including name and address maintenance, transfers, sells and enrollment. Transactions must be carried out in compliance with internal policies and controls and at a set level of efficiency and accuracy. Key Responsibilities include but are not limited to: Process and review general data entry transactions for various transaction types including transfers, purchases/sells, and account maintenance within established productivity and quality standards. Daily review of information pertaining to processing feedback and procedural updates. Escalate complex inquires as needed per documented procedures. Complete required internal training and compliance classes in a timely fashion. Required to work overtime and assist other departments during peak volumes to assist in meeting our clients service level agreements What will you bring to the role? As you can imagine, we need you to have great attention to detail. Supporting a core process isn't an easy job, so being able to think independently, problem solve and work quickly are some key skills that you'll need for this role.
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Job Type
Full-time
Career Level
Entry Level
Industry
Professional, Scientific, and Technical Services
Education Level
High school or GED
Number of Employees
5,001-10,000 employees