Two years of transaction processing experience or equivalent experience
Must Pass Securities Industry Essential Test (SIE) within nine (9) months of hire/employment.
PREFERRED :
Minimum six months working in a customer service environment that required direct interaction.
Work Environment:
Call center environment
Supervision/Management:
None
Compensation Ranges:
US Employees in California, Washington DC, New Jersey, and New York:
$35,750 - $52,040
US Employees in Colorado, Connecticut, Delaware, Illinois, Massachusetts, Maryland, Minnesota, Pennsylvania, Rhode Island, Texas, Washington, and Wisconsin:
$32,640 - $47,640
US Employees in all other states not listed above:
$29,530 - $43,240
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Benefits
Health insuranceDental insuranceVision insurance401(k)Flexible schedule
Additional Information
Duties & Responsibilities
Accountable for responding to inquiries received via email through various TA email boxes for daily and non-daily clients, which includes investor audit requests and other emails as assigned.
Manage, maintain and respond to inquiries for all client email boxes.
Ensure correspondent receives a complete, accurate, detailed and timely response, including "in good order" requirements.
Work closely with other departments to thoroughly answer all questions to ensure tasks once submitted can be processed accurately and within the established deadlines.
Participate in projects/project teams and client conversions.
Work to automate report delivery through file transfer magic, subject code word for attachment release, or other secure means.
Other duties as assigned.
Provide excellent customer service
Knowledge & Skills
MINIMUM:
Ability to work in a high volume, multi-product, non-sales contact center
Demonstrated Ability to provide superior written customer service
Strong communication and interpersonal skills
Critical thinker
Superior comprehension, analytical and problem-solving skills.
Demonstrated initiative both independently and within a team
High level of accuracy and attention to detail; Ability to prioritize multiple tasks
PREFERRED:
Strong research skills
Umb · Milwaukee, WI