Experience Inc. Jobs

Job Title: Financial Operations Associate

Job Description

We are seeking customer service associates to support our client's Retail Asset Management department. The role involves processing client transactions, which vary depending on the time of year. Tasks include both Core and Complex Processing. Core Processing involves address/profile updates, uploading various agreements, and R+D calculations. Complex Processing involves financial beneficiary movements, setting up new accounts, and managing complex asset allocations. The position requires extensive reading and understanding of written documents, with minimal phone work (approximately 10%). Associates will navigate multiple systems daily, handling 200-300 accounts, processing tasks from phone, web, and paper sources. The average workload is 350-400 activities per month.

Essential Skills

• Strong Analytical/Data Entry Skills

• 1+ year of Data Entry/Administrative Experience

• Previous experience in financial services and/or banking is preferred

• Strong written/verbal communication skills

Additional Responsibilities

• Reviews transaction requests and authorizations, processes transactions, and ensures timely and accurate reconciliation.

• Tracks responses to client inquiries to develop guides for swift resolution of recurring issues.

• Improves business processes, transaction timing and quality, and client support levels.

• Learns and understands business processes and service requirements.

• Communicates with clients verbally or in writing.

Job Type

This is a Contract-to-Hire position with a duration of 6 Month(s).

Work Site

This is a fully on-site position in Owings Mills, Maryland.

Work Environment

Working in a call center environment on a team of 15 within a 100-person department. Shift is Monday to Friday, 8am-4:45pm, with possible Sunday overtime (4 hours).

About TEKsystems:

We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.

The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.