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Job Description:
Here is an exciting opportunity to grow your career with our Operations group. Account Maintenance Specialists process paperwork and provide service to associates and clients on inquiries that are related to time sensitive account updates. As a Specialist you must have a desire to deliver high quality customer service, process efficiently and with accuracy. This is a rewarding position where you are empowered to take ownership, facilitate paperwork and processes. You will be directly responsible for assisting clients in areas that include funds transfer, margin and options to name a few. In addition Specialists assist with phone calls, email boxes, processing queues, and research and resolve escalations. Specialists assist with document remediation by making critical account changes and/or updates, paperwork processing, document fulfillment as well as outbound call support for internal and external clients. You will be required to do proactive outreach to account owners and associates to ensure that both parties are aware of what documents are needed in order to remediate and complete their specific request/needs. They must provide clients with accurate information by keeping abreast of procedures and demonstrating the ability to provide complete and concise explanations to inquiries made from all levels of personnel. There are strong opportunities to assist management with complex issues, process improvements, and new initiatives to better the client experience while developing your personal skillset.
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Job Description:
This job is responsible for providing quality service and efficient operations support for the assigned areas, internal business partners, and external customers and clients. Key responsibilities include providing clients with accurate information by keeping abreast of procedures and demonstrating the ability to provide complete and concise explanations to inquiries made from all levels of personnel. Job expectations include focusing on more complex processes.
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