Account Management Operations Representative

Role Overview

• 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

Benefits

• industry-leading benefits
• access to paid time off
• resources and support to our employees