Digital Workflow Services Associate (Financial Services)

Revolution Technologies; Southfield (MI); On-site; USD 26,000 - 37,000; Full time

Benefits offered by this job

Laptop provided

Job summary

Revolution Technologies in Southfield, MI is seeking a detail-oriented associate for a full-time, on-site role handling returned mail. The position is a 6-month contract with potential extension or conversion based on attendance and performance.

A laptop is provided to perform duties. Responsibilities include liaising between branches and home office, batching and scanning documents, answering questions by phone or email, and ensuring compliance with industry regulations.

Qualifications

• Prior experience in a call center or client services environment.
• Strong knowledge of MS Office.
• Excellent communication skills, both written and spoken.

Responsibilities

• Review and service client accounts to ensure documentation meets policies.
• Answer operational and compliance questions via phone or email.
• Prepare industry-required mailings to clients.
• Serve as liaison between branches and home-office personnel in a call center environment.
• Educate staff on the use of systems for submitting documentation to the Home Office.
• Support on-the-job training for other associates.
• Contribute to continuous improvement of processes and procedures.
• Perform other duties as assigned.

Skills

Time management

Problem solving

Communication

Organization

Attention to detail

Multitasking

Customer service

Tools

MS Office

Call center software

Job description

Full time on-site role in Southfield, MI

Contract - 6 months+

Pay rate - 23/h

Opportunity for extension or conversion based on attendance/performance

Laptop provided

The main function of this role is dealing with returned mail. This can involve making phone calls, scanning, documenting, emailing and batching.

Job Summary: Under direct supervision associate works in a multi-skilled environment to ensure all client account documents meet industry regulations by acting as a liaison between branch personnel and the Home Office. Associate will primarily handle batching and scanning of returned mail. Troubleshoot and/or train on systems and processes through world class phone support. As well, facilitates problem resolution and document processing. Follows established procedures to perform routine tasks and receives general guidance and direction to perform a variety of non-routine tasks with limited decision making responsibility. Essential Duties and Responsibilities:

• Reviews, updates, maintains, and services client accounts by ensuring the documentation meets industry policies and regulations which will protect the firm, Financial Advisors's (FA's) and clients.
• Answers operational and compliance questions via phone or email related to systems and department processes.
• Prepares industry-required mailings to clients.
• Serves as a liaison between branches and other home-office personnel in a call center environment.
• Provides support and direction regarding required operational processes, policies and timeframes.
• Educates FA's and home-office personnel on the use and maintenance of systems required for submitting documentation to the Home Office.
• Provides support as well as assists in on-the-job training for other associates
• Supports a continuous improvement environment by providing feedback on processes and procedures.
• Performs other duties and responsibilities as assigned.

Skills:

Knowledge, Skills, and Abilities:

Knowledge of:

• Company policies, procedures, practices, products and services.
• Principles, practices, and procedures of general office and departmental concepts.
• Knowledge of MS Office sufficient to create letters, documents, update/create spreadsheets and sends emails.

Skill in:

• Organization and time management sufficient to prioritize workload, handle multiple tasks, and meet deadlines.
• Problem solving and analysis sufficient to assess client issues and accurately provide resolutions.
• Operating call center software applications.

Ability to:

• Communicate information orally and in writing in a clear and effective manner sufficient to explain complex regulations.
• Learn and interpret department policies, procedures and requirements.
• Constructively work under stress and pressure when faced with high volume and deadlines.
• Provide courteous, timely service when addressing client issues and transactions.
• Use good judgment in responding to client issues.
• Acquire and maintain new knowledge in an ever changing process driven environment.
• Demonstrate efficiency and flexibility in performing detailed transactional tasks in a fast-paced work environment with frequent interruptions and changing priorities.

Strong attention to detail required

Microsoft Office experience required

Candidates must be professional - well-spoken with excellent oral with written communication