Transactions Specialist IV - Retirement Services Quality Control Team
Join Chase, on our Quality Control team as our next Transactions Specialist IV within the Retirement Services Operations Department.
As a Transactions Specialist IV on our Quality Control team your primary responsibility is to complete secondary reviews on transactions to prevent negative customer impact. Whether it is a letter being sent to a client or a distribution that is needing to be processed, your role in the Quality Control team is a crucial part of the overall client satisfaction. You will be dynamic; seeking opportunities to take initiative, adjust to change and drive improvements in both our processes and the customer’s experience. You will seek opportunities to take initiative, adjust quickly to change, have a positive attitude, and take responsibility for results. You will deliver a great customer experience, even when handling challenging situations.
Job responsibilities
- Navigate multiple technologies while demonstrating resiliency and extreme adaptability in a fast-paced environment
- Review documentation for accuracy, including legal documents and state-specific forms, for distribution in a timely manner
- Communicate effectively with peers, management, and across lines of business
- Contribute to a culture of continuous improvement by sharing ideas for improvement
- Demonstrate excellent communication, negotiation, and decision-making skills while staying engaged with our customers
- Abide by all applicable regulatory and departmental practices and procedures
Required qualifications, capabilities, and skills
- 2 years` experience working in a Data Entry/Operations environment accurately completing client requests with urgency to meet deadlines
- Experience responding to client requests in a metrics-driven environment
- Experience with Microsoft Office products (e.g., Word, Excel); Windows operating systems; databases; instant-messaging tools; online video conferencing
- Experience reviewing legal documents and familiarity with Individual Retirement Arrangement (IRA) Accounts
Work Schedule: Monday - Friday 8:00am - 4:30pm
Candidates must be willing and able to work schedules during our operating hours, which may include evenings and weekends.
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