Job Description
This role provides mutual funds transaction processing services with a customer-focused approach, delivering proactive and innovative solutions. The position involves leading business support representatives, evaluating issues within established practices, assigning tasks, and providing guidance in daily team activities. The individual may also perform unit tasks and recommend process improvements to achieve team goals.
Must Have:
- Provide mutual funds transaction processing services with a customer-focused approach.
- Provide proactive and innovative solutions to customers.
- Lead staff of primarily business support representatives.
- Evaluate issues within established practices and procedures.
- Assign tasks and provide direction and guidance in daily team activities.
- Minimally requires a Master's degree, Bachelor's degree and 2 years of related experience, or high school degree and 4 years of related experience.
Provides mutual funds transaction processing services with a customer-focused approach. Provides proactive and innovative solutions to customers. Staff leader of primarily business support representatives who work on issues of limited scope. Evaluates issues within the context of established practices and procedures to assign tasks and provide direction and guidance in daily team activities. May spend a portion of time performing the individual tasks of the unit. May recommend new procedures and process improvements to achieve team goals. Minimally requires a Master's degree, Bachelor's degree and 2 years of related experience, or high school degree and 4 years of related experience.
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