Client Documents & Compliance Workflow Specialist

Magnit; Southfield (MI); Remote; USD 24,000 - 32,000; Full time

Benefits offered by this job

Medical

Dental

Vision

401K

Job summary

Magnit in Michigan is seeking an associate to ensure client account documentation meets industry regulations by coordinating between branches and the Home Office, primarily batching and scanning returned mail. The associate will also provide world-class phone support, troubleshoot systems, and train teammates, following established procedures and handling non-routine tasks with guidance.

A high school diploma with at least two years of customer service experience is required.

Qualifications

• High School Diploma or equivalent with at least two years of customer service experience.
• Proficiency in MS Office to create letters, documents, spreadsheets, and emails.
• Experience handling client inquiries and documentation in a regulated environment.
• Ability to learn processes and adapt to changes.

Responsibilities

• Reviews and services client accounts to ensure documentation meets industry policies.
• Answers operational and compliance questions via phone or email.
• Prepares required client mailings.
• Serves as liaison between branches and home-office in a call center environment.
• Provides guidance on operational processes, policies, and timeframes.
• Educates FAs and home-office personnel on systems used for submitting documentation.
• Supports training for other associates and on-the-job coaching.
• Supports continuous improvement by giving feedback on procedures.
• Performs other duties as assigned.

Skills

Customer service

Communication

Time management

Problem solving

Attention to detail

Adaptability

Teamwork

Education

High School Diploma or equivalent

Tools

MS Office

Call center software

Job description

Magnit in Michigan is seeking an associate to ensure client account documentation meets industry regulations by coordinating between branches and the Home Office, primarily batching and scanning returned mail. The associate will also provide world-class phone support, troubleshoot systems, and train teammates, following established procedures and handling non-routine tasks with guidance.

A high school diploma with at least two years of customer service experience is required.