Operations Specialist
5 days ago
ASAP Start
Bank sends out new D/C that for expired card. Process cards that are returned undelivered.
Will work in Excel spreadsheet that they need to be able to sort, Filter and Sum.
needs to be self motivated , Self starter
Manager has had success with prior Collage Graduates and have gone onto FT roles.
Job Description:
The Retirement Onboarding and Operations teams within Wealth Management Operations provide onboarding, plan maintenance and operational support for Institutional and Personal Retirement clients for product lines offered through Retirement & Personal Wealth Solutions (RPWS).
This position within the Health Benefit Solutions (HBS) Operations team is responsible for the support of various day-to-day resolution of escalated client issues and oversight of various HBS processes.
Listed below are a listing of several of the various processes in which the Operations Analyst would be responsible.
Responsible for supporting the day-to-day resolution of complex client problems and escalated issues. Ensure all customer inquiries and complaints are resolved within corporate policy guidelines and SLAs.Responsible to stay abreast of new product developments, process enhancements impacting HBS products and services.Assist with regulatory and audit assessments as required. Responsible for providing efficient, courteous service to inquiries and requests from internal associates and external clients.Provide Siebel case metric tracking, reporting and act as liaison between HBS and other business partners including external vendors to ensure that high quality and comprehensive client service is provided to HBS clients in accordance with defined parameters.Perform vendor oversight functions to ensure that SLA's are met. Operational functions includes response/research, account maintenance and analyzing and determine cause and resolution to inquiries and request. Proactively assist other team members when workloads dictate. Provide support of the tracking of billing reconciliation for 40+ clients who require aged receivable tracking. Includes working with Relationship managers to follow up and provide support on aged receivables as needed. Provide support of fulfillment mailing quality assurance, mail tracking and peer review for the mailing of various HBS Fulfillment items. Support team by assisting Team Leader and/or Manager in the completion of special projects as required. Provide back-up Operational support for various HBS processes including, debit card updates, debit card monitoring, Billing, Enhanced IDV support, Privacy mailings and various Operational calls. Perform additional duties as assigned by Team Leader and HBS Operations manager
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