Operations Concierge

The Operations Concierge provides quality service and timely assistance to the agents within the firm, and overall support to the various new business processing teams within the Operations department. This role responds to agent inquiries via telephone and email and assists in new business processing. This role uses computerized systems for information gathering, tracking, and troubleshooting. This position maintains quality service by following procedures and reporting changes as needed.

Duties and responsibilities

• Answer incoming calls and emails from agents.
• Responds to agents’ inquiries in a timely and efficient manner.
• Provides general information and superior service to agents regarding their outstanding New Business applications when necessary.
• Obtain information from back office partners on the status of applications
• Verify completion of case requirements through Salesforce or other appropriate tracking system.
• Log checks in a compliant manner to ensure all incoming and outgoing payments are documented.
• Provides assistance to agents on system(s) training.
• Use mail and UPS to send documents to agents and vendors as needed.
• Escalate issues to appropriate manager.
• Meet individual and team activity goals.
• Adhere to company compliance guidelines consistently.

Qualifications

• Bachelor’s degree
• Minimum 1 to 3 years’ work experience
• Capacity to handle a fast-paced work environment.
• Maintain attention to detail.
• Ability to navigate computerized data entry system and other relevant applications.
• Exhibit adaptability within the workplace to work efficiently within a variety of situations.

*Opportunity to move into a hybrid role after 6 months of service.

CRN202902-10541446