3 jobs found

Job Description: Essential Job Functions- Registered Representative - FINRA Required   ·        Provides service via inbound contact center /telephones and responds to highly complex customer questions and/or escalates/ refers call or service request to appropriate personnel. ·        Research customer inquiries and responds 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...

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...

Job Description: Essential Job Functions Follows procedures to process transactions by corresponding with agents, beneficiaries, and other departments regarding policies Responsible for the accurate handling and timely execution of any policy worked Ensure transactions are processed on our administrative systems accurately and in a timeframe considered suitable by client guidelines Report any potential fraudulent, money laundering, or unethical requests that have been reviewed Perform other related duties as assigned or required daily Must provide an elite customer service experience via letters or phone calls made internally or externally (not a call center environment) Research customer inquiries and responds to appropriate parties in a timely manner Processes and distributes incoming and outgoing mail for multiple clients in accordance with established service level agreements Performs data entry and matches documents to appropriate accounts to verify up to date...