13 часов назад
BPS Operations Processing Associate Advanced (Fintech)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
BPS Operations Processing Associate Advanced (Fintech): Managing client communications, account plans, project implementations, and operational issue resolution for retirement services accounts with an accent on relationship management, service efficiency, and financial-services processes. Focus on coordinating complex client resolutions, conducting status calls, and educating clients on procedures.
Location: US FL JAX 347
Company
provides fintech solutions and services across financial markets and industries.
What you will do
- Serve as the primary liaison for client communications and relationship management.
- Handle client inquiries by phone, email, and fax while maintaining client satisfaction.
- Develop and coordinate account plans, project implementations, and client loyalty processes.
- Research and resolve client problems, track issues, coordinate resolutions, and maintain communication.
- Conduct regular client status calls and educate clients on processes and procedures.
Requirements
- Current retirement services experience is required.
- WISE access is required.
- Excellent verbal and written communication skills.
- Good knowledge of systems and the financial services industry.
- Strong problem-solving and customer service skills.
- Ability to work independently and collaboratively, with flexibility in working hours.
Nice to have
- Experience in banking or financial services.
Culture & Benefits
- Inclusive and diverse team environment.
- Professional and personal development opportunities.
- Resources to contribute to the community.
- Competitive salary and benefits.
- US-based positions may require a drug test after a conditional offer.
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