Assistant commercial aux opérations clients, enrichissant un portefeuille clients BTP et assurant leur satisfaction. Gestion autonome des commandes et conseils pour des prestations auprès de clients professionnels.
About the role
- Operations Analyst managing participant enrollments and data for PCS Retirement, a retirement solutions provider. Ensuring data accuracy, processing transactions, and supporting participant inquiries.
Responsibilities
- Review/validate data and accurately enter and verify information in the Record Keeping System including: Participant Census, Advisor Assignment, Investment Elections, Beneficiary Elections, Scheduled Transactions & Participant Level Billing
- Review and validate data and accurately enter transactions in the Record Keeping System including: Rebalances, Realignments & Fund Transfers
- Review and validate data and accurately enter and verify custodial account information including: Participant Account Opening, Fund Additions & Advisor Assignment
- Index initial forms received and place into queues for processing
- Verify signatures, document revision date, and complete OFAC/CIP verification as needed
- Internal and External follow-up with any correspondence needed for missing information
- Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment
- Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with internal associates as well as external clients
- Maintain a high level of accuracy and attention to detail while processing and reviewing all required tasks
- Define areas for process improvements, and gaps in knowledge for team training
- Perform other duties and responsibilities as assigned
Requirements
- Bachelor's Degree or equivalent combination of experience, education, and/or training.
- Must be able to work independently and maintain tight schedules
- Intermediate knowledge of Microsoft Office Suite including Outlook, Excel and Word
- Strong communication skills
- Strong attention to detail required
Benefits
- 401(k) match
- medical
- dental
- vision
- life insurance
- short and long term disability
- paid-time off
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