Digital Workflow Services Associate

Location : Petersburg, FL

Duration : 4-5 Months with possible extension

Description :

The main functions of this role are processing returned mail, batching and scanning documents.

Strong attention to detail required

Microsoft Office experience required

Must be professional- well-spoken and excellent oral and written communication

Job Summary :

Under direct supervision associate works in a multi-skilled environment to ensure all client account documents meet industry regulations by acting as a liaison between branch personnel and the Home Office.

Associate will primarily handle the processing of returned mail which includes researching client accounts and sending notifications to the Financial Advisors.

Printing and preparing client documents for mailing.

Troubleshoot and / or train on systems and processes through world class phone support.

As well, facilitates problem resolution and document processing.

Follows established procedures to perform routine tasks and receives general guidance and direction to perform a variety of non-routine tasks with limited decision making responsibility.

Essential Duties and Responsibilities :

Reviews, updates, maintains, and services client accounts by ensuring the documentation meets industry policies and regulations which will protect the firm, Financial Advisors’s (FA’s) and clients.

Answers operational and compliance questions via phone or email related to systems and department processes.

Prepares industry-required mailings to clients.

Serves as a liaison between branches and other home-office personnel in a call center environment.

Provides support and direction regarding required operational processes, policies and timeframes.

Educates FA’s and home-office personnel on the use and maintenance of systems required for submitting documentation to the Home Office.

Provides support as well as assists in on-the-job training for other associates

Supports a continuous improvement environment by providing feedback on processes and procedures.

Performs other duties and responsibilities as assigned

Skills : Knowledge of :

Knowledge of :

Company policies, procedures, practices, products and services.

Principles, practices, and procedures of general office and departmental concepts.

Knowledge of MS Office sufficient to create letters, documents, update / create spreadsheets and sends emails.

Skill in :

Organization and time management sufficient to prioritize workload, handle multiple tasks, and meet deadlines.

Problem solving and analysis sufficient to assess client issues and accurately provide resolutions.

Operating call center software applications.

Ability to :

Communicate information orally and in writing in a clear and effective manner sufficient to explain complex regulations.

Learn and interpret department policies, procedures and requirements.

Constructively work under stress and pressure when faced with high volume and deadlines.

Provide courteous, timely service when addressing client issues and transactions.

Use good judgment in responding to client issues.

Acquire and maintain new knowledge in an ever changing process driven environment.

Demonstrate efficiency and flexibility in performing detailed transactional tasks in a fast-paced work environment with frequent interruptions and changing priorities.

Education : Education

Education

High School Degree or equivalent with at least two (2) years of customer service experience.

Skills : Required

Required

TROUBLESHOOT / DIAGNOSE

DATA ENTRY

CUSTOMER SERVIC

Additional

SECURITIES

MARKETING

RETAIL SALES

CORRESPONDENCE

PROSPECTING

CLARIFY

CUSTOMER SERVICE ORIENTED

GENERAL OFFICE

As an equal opportunity employer, ICONMA provides an employment environment that supports and encourages the abilities of all persons without regard to race, color, religion, gender, sexual orientation, gender identity or express, ethnicity, national origin, age, disability status, political affiliation, genetics, marital status, protected veteran status, or any other characteristic protected by federal, state, or local laws.