Assoc, Memb Svcs Memb Mgmt @Webster Servicing LLC

[Hiring] Assoc, Memb Svcs Memb Mgmt @Webster Servicing LLC

Mar 27, 2025 - Webster Servicing LLC is hiring a remote Assoc, Memb Svcs Memb Mgmt. 💸 Salary: $20.50 to $21.50 usd. 📍Location: USA.

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Role Description

This role involves providing world-class customer service to our accountholders through performance and oversight of complex operations functions encompassing business partner maintenance.

Maintain compliance with Federal and State regulations as well as Webster/HSA Bank policies and procedures.
Meet/exceed individual service goals and demonstrate operational excellence.
Process incoming investment partner information in a timely, responsible, and accurate manner.
Monitor incoming and outgoing investment partner files, upload transactions and reconcile General Ledger accounts daily.
Perform complex troubleshooting on investment related problems and/or individual client issues.
Process investment platform transfers and closings.
Perform business partner and investment partner outreach through the appropriate channels to resolve issues.
Communicate and reinforce changes in operational policies and procedures.
Resolve problems on a case-by-case, customer-by-customer basis which may include policy, procedure, process, compliance, and risk assessment.
Available resource to the immediate Operations teams as well as first level of escalation for investment partner/account holder issues.
Assist other areas of the bank in researching and resolving issues.
Prioritize and perform multiple tasks at the same time.
Take ownership of escalated issues and report systems or policy issues to appropriate parties.
Act as an advocate for the customer by submitting feedback through appropriate channels.
Consistently meet/exceed all customer service standards.
Model behavior consistent with Operations customer service standards, policies, and procedures.
Other duties as assigned by Supervisor/Manager.

Qualifications

High School / GED required.
Continuing education in Business or Finance is preferred.
2 years of experience in data entry and analysis, in a financial setting preferred.
Experience with brokerage/investment platforms preferred.
Proficient in Microsoft Office Suite.
Proficient in 10-key.

Requirements

Knowledge of brokerage/investments processes.
Strong customer service skills.
Strong interpersonal skills.
Excellent verbal and written communication skills.
Ability to maintain the strictest confidentiality of company and customer information.
Ability to effectively multi-task.
Excellent organizational skills with attention to detail.
Ability to work with a diverse workforce and customer base.
Demonstrates flexibility and adaptability.
Handles day-to-day challenges confidently and willing to adjust to multiple demands, shifting priorities, and rapid change.
Ability to effectively and efficiently use a variety of technologies and software programs.
Strong commitment to achieving personal growth and success.

Benefits

Remote work will be required to support business needs.
Mobile equipment will be provided.
Internet access is the responsibility of the employees.
The estimated salary range for this position is $20.50USD to $21.50USD.
Actual salary may vary up or down depending on job-related factors which may include knowledge, skills, experience, and location.
This position is eligible for incentive compensation.

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📍	Be aware of the location restriction for this remote position: USA
‼	Beware of scams! When applying for jobs, you should NEVER have to pay anything. Learn more.

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Assoc, Memb Svcs Memb Mgmt @Webster Servicing LLC

Customer Service

Salary 💸 $20.50 to $21.50 usd	Remote Location USA
Job Type full-time	Posted Mar 27, 2025

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📍	Be aware of the location restriction for this remote position: USA
‼	Beware of scams! When applying for jobs, you should NEVER have to pay anything. Learn more.

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[Hiring] Assoc, Memb Svcs Memb Mgmt @Webster Servicing LLC

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