Operations Processing Specialist

A company is looking for an Ops Processing Specialist (Escalations).

Key Responsibilities

Assist clients and advisors with inquiries and escalations related to financial services

Communicate effectively with internal and external customers to meet client needs

Evaluate and resolve escalated cases using research skills and alternative approaches

Required Qualifications

2+ years of experience in a Retirement Services processing team or Client Care Center

Experience with VSystem, AWD, Agilenet, SAP, and Lotus Notes databases

Ability to prioritize and manage caseload effectively

Demonstrated ability to meet deadlines