Processing Clerk

Posting ID : A1068508275
Date Posted : 2015-08-19
Category : Customer Service

Temp to perm position! Are you looking for a career with a fast growing company that promotes from within?? This is the position for you!Criminal background, HS diploma or GED, & employment history checks are mandatory Responsible for processing and generating rep letters for returned mail. Speak with reps and performing change of representative and change of broker dealer. Research and resolve errors associated with processing daily CDP files. Generate new account welcome letters to clients and representatives. Update Client accounts based on information received from representatives and clients. Make changes to clients name and address based on forms received via mail and AWD. Required: High School diploma or its equivalent with 0-2 years of experience in the field or in a related area 0-2 years of experience.

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