Operations Associate II, Bill Pay/Asset Delivery

Job Details

Level: EntryJob Location: Westlake, OH 44145Position Type: Full TimeEducation Level: High School

*This position is based out of our Westlake, OH office but eligible for a hybrid remote schedule. 

 

JOB SUMMARY:

The Operations Associate II, Bill Pay/Asset Delivery processes client requests accurately, efficiently, and in accordance with documented processes and procedures. Provides exceptional service to our clients via phone and email; processes and reviews complex tasks and transactions in high volumes; maintains documentation.

                                                                                   

ESSENTIAL FUNCTIONS:

• Reviews and processes distributions, bill pays, and internal movements accurately and in accordance with client instructions and approved procedures
• Processes transactions efficiently and manages time to meet or exceed the team productivity target
• Sets up/updates/cancels recurring payments per client request
• Executes call back procedures to provide consistent, high-quality service to our clients
• Assists colleagues across the organization to resolve client issues

 

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OTHER FUNCTIONS:

• Assists Team Lead and Supervisor with performing research and responding to colleagues’ requests
• Responds to inquiries from internal and external sources via e-mail and telephone
• Collects outstanding fees from clients
• Performs other duties as assigned          

QUALIFICATIONS:

Education and Experience:

•     High school diploma or equivalent

• Minimum 1 year of experience in the retirement and/or financial industries

 

PROFESSIONAL CERTIFICATION(S):

•     None required

TECHNICAL SKILLS

• Basic level proficiency in Microsoft Office
• Intermediate 10 key skills
• Able to type at least 45+ WPM preferred

 

 

BEHAVIORAL COMPETENCIES

In addition to the Core Company competencies of Customer Focus, Collaboration & Teamwork, Integrity & Trust, and Self-Development.

• Attention to Detail

 

• Time Management
• Written and Verbal Communication

 

PHYSICAL DEMANDS/WORK ENVIRONMENT:

This job operates in a professional office environment. This role routinely uses standard office equipment. While performing the duties of this job, the Associate is regularly required to speak and hear. The Associate is frequently required to sit for extended periods of time, stand, walk, use hands and fingers, and reach with hands and arms. It requires the ability to lift files, open filing cabinets, and bend or stand on a stool as necessary.

 

 

DISCLAIMER/ASSOCIATE ACKNOWLEDGEMENT:

The above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities, duties, and skills. Other duties may be added, or this description amended at any time.