Job Description
Job Description
Job Summary :
The Senior Associate is responsible for processing incoming and outgoing paperwork, supporting client service associates and operational staff, and ensuring accurate documentation for client accounts.&
This role involves checking client documents for accuracy, communicating with clients about paperwork, and submitting forms for processing.&
The Senior Associate will also prioritize project activities and maintain accurate documentation while working independently.
Key Responsibilities :
- Process incoming and outgoing paperwork, including mail and facsimiles
- Support client service associates and operational personnel
- Check inbound client documents for accuracy and notate all account activities
- Submit accurate forms for final processing to the service center
- Make outbound contact with clients both in writing and verbally concerning paperwork
- Define and prioritize project activities and track progress
- Utilize strong written and verbal communication skills in client interactions
- Use appropriate computer programs, such as MS Word, and input data into databases
Required Qualifications :
- Strong proficiency in Microsoft Word and database management
- Ability to prioritize and manage multiple detailed tasks simultaneously
- Excellent problem-solving skills and ability to work independently
- Strong written and verbal communication skills
- 1-2 years of experience in the financial services or document processing industry
Preferred Qualifications :
- Knowledge of the financial services field
- 4-year college degree or equivalent experience
- Interest in career development
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