Job Details
Duties may include:
- 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