Job Description

Duties may include:

• Support client service associates and operational personnel
• checking inbound client documents for accuracy, notating all activities on the account, and submitting accurate forms for final processing to service center
• Make outbound contact both in writing and verbally with clients concerning paperwork.
• Requires ability to define and prioritize project activities and follow-up on project progress
• strong written and verbal communication skills, strong working knowledge and proficiency in the appropriate computer programs such as MS Word and database input is essential, knowledge of financial services field.
• Must be able to learn quickly and to engage in a number of detailed tasks at once.
• Must have strong flexibility in regard to the duties assigned and problem-solving skills, be able to work independently.

Requirements :

- Bachelor's degree

- Prioritize work and meet deadlines

- Multi-task Professionalism

- Work well in a team environment

- Attention to detail Awareness and correct assessment of risk

- Excellent communication skills

- Ownership mentality

- Ability to creatively think through problems and identify solutions

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