Performs onboarding and maintenance of accounts and reviewing required account documentation.
Responds to client inquiries via numerous channels to support operational efficiency and quality client service.
Performs basic research, follow-up and resolution of routine research requests.
Identifies potential issues in daily operational tasks and escalates risk concerns, as appropriate.
Provides general operational support including handling inbound calls, mail sorting, and mail distribution.
Requirements
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