Customer Operations Representative
Core
Process financial and non-financial activities for Deferred Annuity products, including withdrawals, transfers, and repetitive payments, while contacting customers and agents to acquire necessary information.
Role type
Customer Operations Representative (Financial Services)
Builds
Administrative systems entries, checks, and wires for Deferred Annuity products
Domain
Insurance / Financial Services / Deferred Annuities
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Call center or operations experience, Deferred Annuity product knowledge, tax regulation understanding (IRA/NQ accounts), check and wire processing, telephone and written correspondence
Preferred skills
Customer service orientation, organizational skills, conflict management, research ability, self-motivation
Technologies
Administrative systems, telephone, written correspondence
Responsibilities
Process financial and non-financial activities into administrative systems, contact external customers and agents to acquire transaction information, prepare or key checks and wires, understand federal and municipal tax regulations regarding client transactions
Seniority
Entry to Mid-level, hands-on IC