Job Description
The opportunity
This role is primarily accountable for processing and communications of moderate to complex client requests both financial and non-financial for one or more Investment product/s with multiple transaction categories.
Dedication to maintaining the outlined service levels and quality and productivity standards is required and will be used to measure success.
Responsibilities
- Accurately handle moderate to complex cases and trade reversal/adjustment utilizing multiple administrative systems within the defined service standard, including but not limited to:
- Regular transaction processing surrounding various requests within New Business and Inforce
- Identify Not-In-Good-Order and make necessary actions
- Manage and respond to inquiries from various internal and external stakeholders
- Conduct further research and investigation on escalated items
- Research and handling of Adhoc tasks
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