Clerical Associate

4 weeks ago


Chicago IL United States Dexian Full time

ClientFinancial Services

TitleClerical Associate

LocationChicago, IL 60603

Work Schedule 7:30am - 4 pm

Job Description

• Act as liaison for Trust and Estates and Operations Teams to obtain and redirect client instructions as appropriate.

• Anticipate challenges and implement solutions in order to manage the expectations of the internal business partners for a positive client experience.

• Strong aptitude to research client documentation to review documents.

• Perform verification for work processed by team members to identify/resolve data issues.

• Act as the escalation point for issues, which involves working with business partners to resolve inquires, investigate issues and develop a satisfactory response to the client’s concerns.

• Performing clerical duties filing and scanning documents

• Researching statements utilizing microfiche machine

Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.


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