Senior Process Executive

0 years

0 Lacs

Posted:3 days ago| Platform: GlassDoor logo

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Work Mode

On-site

Job Type

Part Time

Job Description

Key Responsibilities:


  • Processes client transaction requests and reviews transactions for accuracy completeness and adherence to all internal and external policies and procedures
  • Partners with client associate in working through complex processing issues to ensure timely completion
  • Develops a working knowledge of client s processing systems group policies and procedures
  • Builds knowledge to processing transactions with the goal to demonstrate full proficiency in all brokerage and manual fund functions designated under respective training path
  • Maintains balance between quality and productivity to meet department standards
  • Stays current following procedural updates or technology enhancements
  • Adheres to standard workflows and actively participates in meetings and training
  • Consistently leverages online resources to independently meet challenges
  • Processes rejected transactions and works with clients to clarify incomplete or invalid paperwork
  • Works collaboratively to complete complex processing issues and exhibits sense of urgency and accountability that requests are completed in a timely manner

Preferred Skills:

Customer Service->Regular CS

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