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Spec Account Resolution
3 weeks ago
Grow your career with a growing organization
Whether they’re helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that’s hard to beat. And from a personal satisfaction perspective, you’ll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now.
Resolution team is responsible for correction of internal and external errors. Resolution procedures include:
Standardizing when corrections will and will not be processed
Any correction request that does not comply with the standard correction procedures will be considered an Exception
Process for approving and correcting Exceptions
Audit and accountability of Exceptions
Instruction and Authorization Forms for External Errors
Treatment of gains/losses resulting from a correction request
Eligibility: Experience in the US retirement industry for at least 2 years.
Experience in first time processing in Money-In/Money-Out
Experience in QC/QA role as he/she has correct the accounts.
Must be a strong communicator.
Attention tdetail is a must.
Must have a proven track record of having exceeded the accuracy target bench marks or even set bench marks.
Should have the ability research unique and complex and escalated account problems.
We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age, race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.
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