Description

You will manage client inquiries, resolve operational cases, and ensure regulatory compliance for non-sales practice complaints.

This role is on-site.

Responsibilities

• Investigate, research, and resolve a high volume of assigned cases in collaboration with client branches and operational partners.
• Communicate formal written decisions to clients regarding case resolutions.
• Handle operational tasks including settlement processing and Privacy Opt Out processing.
• Manage incoming telephone calls and client relations inquiries.
• Execute additional operational projects as assigned.

Required Skills

• 5+ years of professional experience.
• Excellent written and oral communication skills.
• Strong grammar and composition abilities for formal written correspondence.
• Proficiency in Microsoft Word and Outlook.
• Strong organizational skills and attention to detail.
• Ability to work effectively with all levels of employees.
• Proven follow-up skills and ability to manage a wide variety of tasks.

Preferred Skills

• Bachelor's degree in English or a Communication related discipline.
• Knowledge or expertise in brokerage industry or banking operations.

Key Skills

Education

Any Graduate