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Transaction Management Ops Representative

Transaction Management Ops Representative

Canon Recruiting GroupPennington, NJ, US
1 day ago
Job type
  • Full-time
Job description

Job Description

Job Description

Position : Transaction Management Ops Representative

Locations : Pennington, NJ or Jacksonville, FL

Pay : $18.52 / HR, paid weekly.

Schedule : Monday - Friday, 8 AM - 5 PM

This is an on-site / hybrid role. (You will be expected to be on-site 100% of the time through training. Once you are up to speed and able to be fully functional in role, you will move to hybrid with at least 3-days onsite).

Role Overview

The Transaction Management Ops Representative will support the Abandoned Property Team , which manages critical Non-Financial Regulatory Reporting (NFRR) processes. Responsibilities include :

  • Identifying abandoned accounts
  • Managing statutory due diligence mailings and client claims
  • Completing regulatory escheatment reporting
  • Engaging with clients, branch personnel, and state unclaimed property representatives to reunite clients with their assets

The primary focus of this role is handling client inquiries and requests via inbound and outbound phone calls. Calls may involve additional actions such as :

  • Documenting detailed call notes
  • Updating internal systems
  • Performing full verbal verification (LexisNexis)
  • Sending documents / instructions to clients
  • Entering requests into the Service Request Portal

    • Key Responsibilities

  • Answer inbound client calls and respond to email inquiries
  • Conduct outbound outreach to help clients reclaim abandoned assets
  • Provide timely and accurate account maintenance and documentation review
  • Multitask effectively while assisting clients and branch offices by phone
  • Adhere to call center schedules and service-level expectations
  • Maintain professionalism while de-escalating situations and resolving client issues

    • Required Skills

  • Prior call center / contact center experience
  • Strong client service and resolution skills
  • Ability to de-escalate situations with professionalism
  • Effective in team-oriented, fast-paced environments
  • Excellent written, verbal, and analytical skills
  • Strong organizational skills with high attention to detail
  • Intermediate proficiency in MS Word, Outlook, and Excel
  • Confident, empathetic client communication (“soft touch” approach)

    • Desired Skills

  • Financial services or brokerage industry experience
  • Ability to adapt to evolving processes and requirements
  • Strong prioritization and time management skills
  • Flexibility to handle multiple tasks and changing priorities

    • Working Conditions

  • May on occasion be exposed to loud sounds and distracting noise levels, such as from office equipment
  • The ability to lift up to 30lbs
  • Use of computers and technology

    • Here at Canon Recruiting, People are our priority, and we are committed to Include Diversity in every segment of who we are. It is only through our Diversity, we are made a stronger organization, and increase our ability to provide top tier candidates that our clients have come to know Canon for. We have an inclusive environment all employees are celebrated for their unique differences. The different perspectives and experiences of our workforce give us the competitive advantage that is essential for success in an ever-changing market. By promoting inclusion with the same enthusiasm, we devote to quality and competency, and using the experience from a diverse assortment of backgrounds and experiences, Canon is able to improve the services and value we deliver to clients, employees, and customers. At Canon, Diversification and Inclusiveness are much more than a corporate ambition; they are a critical component in our daily corporate life.

    Canon Recruiting is committed to a diverse and inclusive workplace. Canon Recruiting is an equal opportunity employer and does not discriminate on the basis of race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status.

    The pay range for this position is listed above. Base pay information is based on market location. We will consider for employment qualified applicants with arrest and conviction records. Our range of benefits may include health care and 401(k) savings plans. For individuals with disabilities who would like to request an accommodation, please email hr@canonrecruiting.com

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    Transaction Management • Pennington, NJ, US