Customer Experience Associate III

Conduent Securities Services, Inc.; Plano (TX); On-site; USD 10,000 - 60,000; Full time

Job summary

A leading company is seeking a Customer Experience Associate III in Plano, TX. This role involves providing critical document review and data entry support, ensuring outstanding customer service and compliance with regulations. Candidates must have a High School Diploma and extensive office experience, with opportunities for career growth.

Benefits

Paid Onsite Training

Career Growth Opportunities

Full Benefit Options Starting Day One

Great Work Environment

Monday – Friday Dayshift Opportunity

Qualifications

• 5 years of office experience required.
• Banking or financial industry experience preferred.
• Ability to type 45 wpm and proofread accurately.

Responsibilities

• Answer and respond to incoming communications courteously.
• Key call notes into the application software while engaging with clients.
• Process and proofread incoming documents per SEC regulations.

Skills

Customer Service

Data Entry

Communication

Organization

Education

High School Diploma

Tools

MS Office

Outlook

Excel

Teams

Job description

Through our dedicated associates, Conduent delivers mission-critical services and solutions on behalf of Fortune 100 companies and over 500 governments - creating exceptional outcomes for our clients and the millions of people who count on them. You have an opportunity to personally thrive, make a difference and be part of a culture where individuality is noticed and valued every day.

Through our dedicated associates, Conduent delivers mission-critical services and solutions on behalf of Fortune 100 companies and over 500 governments - creating exceptional outcomes for our clients and the millions of people who count on them. You have an opportunity to personally thrive, make a difference and be part of a culture where individuality is noticed and valued every day.

Customer Experience Associate III

Must reside within 25-mile radius of in of Plano, TX area!

Payrate $22 per hour

Training Program up to 3 months

Monday – Friday 8 AM – 5 PM CT (No Weekends)

About the Role:

As a Customer Experience Associate III, you will provide document review and data entry support to our client. Your assistance will make a positive difference in the organization you support. You will be able to provide successful administration support.

RequirementsFor This Role:

· High School Diploma

+ 5years of office experience

· Banking or financial industry experience a plus

· Proficiency in use of MS Office, Outlook, Word, Excel, and Teams

· 45 wpm

· Well organized along with strong computer typing skills for effective note taking

· Must be able to talk to clients on the phone and enter notes in the application software simultaneously

· Excellent Customer Service, verbal and written communication skills

· Strong data entry and proof-reading skills

· Must be able to sit for long periods of time

· Experience with computers and navigating through application software

· Ability to work independently and as part of a team

· Will be required to submit to fingerprinting as required by the SEC prior to hiring position

Benefits:

• Paid Onsite Training
• Payrate $22.00 Per Hour
• Career Growth Opportunities
• Full Benefit Options Starting Day One
• Great Work Environment
• Monday – Friday Dayshift Opportunity

Job and Responsibilities:

• Answer and respond to incoming phone calls, emails, and faxes from shareholders, financial institutions, clients, or others in a timely manner following standard protocol for caller verification prior to discussing personal identification information
• Must be courteous and professional to callers
• Will key call notes and information into the shareholder account on the application software while simultaneously discussing the account with the shareholder, financial institution, client, or other authorized party
• May place outgoing calls, write and send emails, or faxes to shareholders, financial institutions, clients and others and may attach documents or forms as needed
• Will receive incoming documents from electronic and hard copy formats and identify document type and purpose
• Must process incoming documents in accordance with SEC regulations and company requirements
• Must proofread and key information accurately from documents into the application software
• May scan documents into the shareholder account in the application software ensuring SEC requirements are met
• Must be able to sit at a computer, answer phone calls, key in shareholder account notes in the application software, prepare, receive, or respond to emails, and key documents electronically for 8 hours a day
• Must be able to learn and navigate the in-house application software
• Assist the Account Manager as needed and perform other duties as assigned
• Must comply with all company and SEC policies and standards related to this business

Conduent is an Equal Opportunity Employer and considers applicants for all positions without regard to race, color, creed, religion, ancestry, national origin, age, gender identity, gender expression, sex/gender, marital status, sexual orientation, physical or mental disability, medical condition, use of a guide dog or service animal, military/veteran status, citizenship status, basis of genetic information, or any other group protected by law.

People with disabilities who need reasonable accommodation to apply for or compete for employment with Conduent may request such accommodation(s) by clicking on the following link, completing the accommodation request form, and submitting the request by using the "Submit" button at the bottom of the form. For those using Google Chrome or Mozilla Firefox please download the form first:click here to access or download the form. You may alsoclick here to access Conduent’s ADAAA Accommodation Policy.

Pay Transparency Laws in some locations require disclosure of compensation and/or benefits-related information. For this position, actual salaries will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. In addition to base pay, this position, based on business need, may be eligible for a bonus or incentive. In addition, Conduent provides a variety of benefits to employees including health insurance coverage, voluntary dental and vision programs, life and disability insurance, a retirement savings plan, paid holidays, and paid time off (PTO) or vacation and/or sick time. The estimated salary for this role is $22.00.

People with disabilities who need a reasonable accommodation to apply for or compete for employment with Conduent may request such accommodation(s) by submitting their request through this form that must be downloaded: click here to access or download the form. Complete the form and then email it as an attachment [e-mail] may alsoclick here to access Conduent's ADAAA Accommodation Policy.

Conduent is an Equal Opportunity Employer and considers applicants for all positions without regard to race, color, creed, religion, ancestry, national origin, age, gender identity, gender expression, sex/gender, marital status, sexual orientation, physical or mental disability, medical condition, use of a guide dog or service animal, military/veteran status, citizenship status, basis of genetic information, or any other group protected by law.

People with disabilities who need a reasonable accommodation to apply for or compete for employment with Conduent may request such accommodation(s) by submitting their request through this form that must be downloaded:click here to access or download the form. Complete the form and then email it as an attachment [e-mail] may alsoclick here to access Conduent's ADAAA Accommodation Policy.

At Conduent we value the health and safety of our associates, their families and our community. For US applicants while we DO NOT require vaccination for most of our jobs, we DO require that you provide us with your vaccination status, where legally permissible. Providing this information is a requirement of your employment at Conduent.