Job Details
- Researches all cases of shareholder returned mail including but not limited to first and second notice letters, third party locater searches, and accesses pertinent Vanguard records to discover errors.
- Understands and complies with all SEC guidelines in this research. Understands Abandoned Property's process from Returned from Post Office (RPO) through Escheatment.
- Establishes and/or removes all RPO restrictions by conducting searches in compliance with SEC guidelines / unit procedures and reviews requests submitted by business partners for RPO restriction removals.
- Maintains 100% accurate records for RPO accounts that are potentially escheatable as dictated by applicable state laws and SEC guidelines.
- Verifies, reviews and processes all returned checks within 24 hours in accordance with Abandoned Property Unit procedures.
- Identifies, analyzes, and documents trends. Recommends improvements to workflow efficiencies, in developing necessary action steps to prevent reoccurrences.
- Demonstrates excellent call control skills and above average client relationship skills when making or receiving calls from internal and external clients.
- Provides shareholders prompt, courteous, and accurate information in both telephone and written correspondence.
- Assists other team members and is supportive in both group and one on one settings.
Qualifications:
Undergraduate degree or equivalent combination of training and experience.
One to two years business experience.
Customer service experience preferred.
Demonstrated PC skills and a working knowledge of Microsoft Office products.
Demonstrated ability to work in a high volume situation with time constraints.
Ability and willingness to effectively work in a team environment.
Strong verbal, written, and interpersonal skills.
Strong analytical and problem solving skills.
Strong client focus and ability to develop relationships with internal and external clients
Excellent time management and research skills.
Hybrid Schedule (Tues- Thursday onsite in Malvern, PA)
6 month contract
23/hr.
8:00-4:00PM