Performs onboarding and maintenance activities by reviewing highly detailed documents or client account information for accuracy and completeness, finds and resolves discrepancies, and approves or declines requests based on established guidelines and procedures
Identifies potential issues, conducts risk assessments for each request type, applies proper risk mitigation steps and escalates complex issues to leadership as needed
Researches and resolves data issues by following documented procedures, using trouble shooting guides, and engaging support partners when necessary
Responds to internal business partner inquiries about errors or reporting through phone and email to support operational efficiency and quality service
Performs basic research and follow-up, manages a case load by prioritizing tasks according to due dates and other factors to ensure prompt completion of work with significant support from a more tenured team member
Understands the process flow from end to end including the reasons for each step, the process controls, the risks within the process and the upstream/downstream impacts of their work based on an understanding the work affects other operational

Experience evaluating highly detailed client provided documents for accuracy, completeness and compliance with specific requirements to approve completion of work
Experience following standard operating procedures, finding errors and working with partners to resolve issues
Experience interacting with partners via phone and email and showing strong written and verbal communication
Experience using Microsoft Outlook for email
Ability to work with and manipulate data using Microsoft Excel to track results
Ability to apply knowledge to improve processes

Account Management Ops Representative

Key skills