Customer Service Processing Rep

Description:

The company is looking for 15 customer service associates to support their Retail Asset Management department. Depending on time of year different work types that they will be doing, but will be mainly processing client transactions. Two types of processing (Core and Complex). CORE Processing- Address/Profile updates, various agreements needing to be uploaded, RD calculations they need to process. COMPLEX Processing- financial beneficiary movement, setting up new accounts, working with complex asset allocations. Will be discerning a lot of written information so need to be comfortable reading a lot of documents. Will have small phone work as well (only about 10% of the time) Will be navigating a lot of systems throughout the day. Will have clients that have 200-300 accounts that they are processing the right things for. Will be processing everything that is coming from phone, web and paper. Reviewing ppwk, emails, phone transcriptions. Need to discern what the client wants to do. Will average 350-400 activities a month.

Additional Responsibilities:

• Reviews transaction requests and authorizations. Processes transactions. Responsible for timely and accurate reconciliation of transactions. Maintains department processing standards in productivity and quality.

• Responsible for tracking responses to client inquiries in order to inform the development of guides that enable to swift resolution of recurring issues.

• Performs duties as assigned to improve business processes, the timing and quality of client transactions, and the level of support available.

• Works to learn and understand business processes and service requirements

• May communicate either verbally or in writing with clients

Additional Skills & Qualifications:

Ability to Navigate excel/strong computer skills

Proficient Math and Reading skills

Strong Analytical Abilities

Strong Customer Service Skills.

Strong administrative skills

o Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms.  If eligible, the benefits available for this temporary role may include the following:

§ Medical, dental & vision

§ Critical Illness, Accident, and Hospital

§ 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available

§ Life Insurance (Voluntary Life & AD&D for the employee and dependents)

§ Short and long-term disability

§ Health Spending Account (HSA)

§ Transportation benefits

§ Employee Assistance Program

§ Time Off/Leave (PTO, Vacation or Sick Leave)

About TEKsystems:

Were partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. Thats the power of true partnership. TEKsystems is an Allegis Group company.

The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.