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TriOptus

Account Services Associate II

boston, MA

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About this opportunity

TriOptus lists this Account Services Associate II opportunity in boston, Massachusetts. Review the employer’s description below for duties, qualifications and application requirements.

Job description

Administrative Support SpecialistProvides administrative processes support for routine back office tasks such as client support processing, researching customer deposit and loan-related questions/problems, and performing miscellaneous customer and account maintenance as defined by client specific procedures. Routine decision-making is tightly defined, with greater latitude at higher job levels, all the while focused on efficient processing of high-volume transaction-oriented assignments.General Duties & Responsibilities:Performs tasks to ensure compliance with work group and client-specific procedures to further guarantee adherence to service level agreements.Performs customer and account maintenance per reports, client workflow solution, postal mail, or by direct instruction from immediate supervisor.Directs all work requests from sources outside the department to immediate supervisor for consideration and approval.Answers incoming telephone calls and direct calls to appropriate resource for resolution. Escalates unresolved issues according to the work groups escalation guidelines.Works with appropriate system and vendor reports to ensure timely and accurate processing of all regulatory and non-regulatory issues.Assists in tracking, compiling, and completing reports as assigned.Makes recommendations to the department supervisor on any matter affecting productivity, efficiency, service or problem resolution.May mentor and guide more junior Account Services Specialists and/or proactively assist in production issues and questions.Maintains up-to-date procedure manuals and writes drafts for changes to procedures.May research and resolve internal and external customer-submitted and client-submitted account questions or problems outside normal daily procedures.Performs other related duties as assigned.Educational Requirements:A high school diploma or GED is required for this role.General Knowledge, Skills & Abilities:Knowledge of banking principles, operations and processesStrong PC skills with basic knowledge of Microsoft Office applicationsDetail-oriented and customer-driven, focusing on providing the highest quality products and services to FIS internal and external clientsExcellent data entry skillExcellent customer service skills that build high levels of customer satisfaction for internal and external clientsExcellent verbal and written communication skillsEffective analytical, problem-solving, team, and time management skillsAbility to work independently on problem tickets within the client problem ticket solutionAbility to maintain confidentiality and carry out assignments that are sensitive in natureAbility to work both independently and in a team environmentAdditional Skills:Intermediate level role. Moderate skills with high level of proficiency.Works on assignments that are moderately difficult, requiring judgment in resolving issues or making recommendations.Normally follows established procedures on assignments, receives little instruction on daily work, and requires general instructions for newly introduced assignments. Works under close to moderate supervision with limited latitude for independent judgment.Consults with senior peers on complex projects to learn through experience.Typically requires more than two years of experience in a customer-service or data-entry related position in a service industry. One or more years of banking experience is preferred.

Worksite address

boston, MA, 02108, US

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