Looking for Associates to support our 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, R+D calculations they need to process. COMPLEX Processing- financial beneficiary movement, setting up new accounts, working with complex asset allocations.
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
Qualifications
Must have at least 1 year of data entry/administrative experience
Ability to Navigate excel/strong computer skills
Proficient Math and Reading skills
Strong Analytical Abilities
Strong Customer Service Skills.
Strong administrative skills
Experience Level
Entry Level
About TEKsystems
We're 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. That's 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.
Seniority level
Entry level
Employment type
Full-time
Job function
Administrative
Industries
IT Services and IT Consulting
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