Operations Associate
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Job Summary
To provide world-class customer service, the full-time Operations Associate will manage account transactions and maintain compliance with regulations while working onsite in Milwaukee, Wisconsin.
Key responsibilities
- Process account transactions including Excess Contributions removal, Internal Transfers, and reimbursements accurately and timely
- Assist in training team members and regularly review and update operational procedures
- Act as an advocate for customers by submitting feedback and consistently meeting service standards
Required qualifications
- High School diploma or GED required; continuing education in Business or Finance is desired
- 0+ years of experience in data entry and analysis, preferably in a financial or healthcare setting
- Experience with fund transfers and distributions is preferred
- Proficiency in Microsoft Office Suite and 10-key
- Strong customer service and interpersonal skills with the ability to maintain confidentiality
Complete Job Description
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