Service Specialist

2 weeks ago


GondrecourtleChâteau, Grand Est, United States Equiniti Full time
About the Role

We are seeking a highly organized and detail-oriented Service Specialist to join our Document Retention team at Equiniti. As a key member of our team, you will be responsible for managing all inbound physical transaction requests in a storage area, pulling and compiling documents, and ensuring accurate and timely processing.

Key Responsibilities
  • Customer Service: Provide exceptional internal and external customer service, responding to inquiries and resolving issues in a timely and professional manner.
  • Document Management: Manage all inbound physical transaction requests, pulling and compiling documents, and ensuring accurate and timely processing.
  • Reporting: Contribute to report balancing and IRIS pull requests, ensuring accurate and timely reporting.
  • Tracking: Log all outbound certificates for tracking purposes, ensuring accurate and up-to-date records.
Requirements
  • Experience: 18+ months of experience in customer service, operations, financial services, accounting, business processing, analytical, financial, clerical, or call center.
  • Skills: Strong communication and problem-solving skills, financial services and/or transfer agent operations experience preferred, ability to comprehend moderate to complex operational processes and their interrelationship.
  • Education: High school diploma or equivalent GED.
What We Offer

We offer a competitive hourly rate and a comprehensive benefits package, including equality of opportunity for all staff and applications from individuals regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief, and marriage and civil partnerships.

Please note that any offer of employment is subject to satisfactory pre-employment screening checks, including 5-year activity & GAP verification, DBS or Access NI, Credit, Sanctions & CIFAS checks.



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