Operations Specialist

Hi,

Greetings from Keen Technology Solutions LLC!
Job Role: Operations Specialist

Location: Maryland Heights, MO (Onsite)
Contract: 12 Months W2 Position

Interested Candidates please share your updated resume to

These individuals will work with the Distribution Services team, which is comprised of four Edward

Jones Associates. The Distribution Services team is responsible for processing the large volume of checks Edward Jones receives in the mail. This includes insurance checks, disbursement checks, 401 (k) checks, etc. It is incredibly detailed work that requires critical and tactical thinking skills. For example, Edward Jones will receive checks with no information on them. These individuals will need to follow the process/guidelines to investigate the information they do have to determine who sent the check and how to enter it into the workstream.

The team is comprised of two groups. One group focuses on incoming mail. They open all envelopes and packages and provide the checks to the imaging team based on the information on the envelope, the package, and the check. The second group focuses on scanning/imaging the checks and entering them into the digital workstream to ensure they are deposited into the correct accounts.

Responsibilities:

• Converting physical documents into digital formats using high-speed scanners, OCR software, and secure document management systems to capture, index, and store documents electronically and integrate documents into operational workflows.
• Adhere to guidelines while verifying documents are complete and accurate.
• Maintain performance standards and expectations while increasing contribution to department initiatives.
• Effectively use knowledge and resources to ensure processing is compliant with regulations and current policies.
• Provide fellow associates and branch offices with easy access to information, friendly support, and reliable solutions.
• Establish and maintain effective communications and relationships within business areas, service providers, and vendors.
• Assist the department in identifying trends to simplify procedures and create efficiencies for branch and home office teams.

Qualifications

• Bachelor's Degree/Diploma preferred
• Familiarity with Communications System (Green Screen), Salesforce, Excel, Power BI, data entry, and data analysis preferred
• Strong customer service
• Excellent written, verbal, and phone communication skills
• Strong decision-making skills
• Organizational and time management skills
• High level of attention to detail while processing routine activities.
• Ability to accept and adjust to change
• Ability to work through challenging tasks to bring timely and accurate solutions
• Ability to promote a positive team environment with a focus on client service.
• Strong work ethic with ability to work independently and as a team
• Ability to multitask and follow up appropriately to take issues to resolution
• Ability to work in a fast-paced environment, quickly learn, and apply new information.
• Ability to multitask and follow up appropriately to take issues to resolution
• Ability to work in a fast-paced environment, quickly learn, and apply new information.

Regards,

Jayanth Teja Kotla

KEEN TECHNOLOGY SOLUTIONS LLC

5005 West Royal Ln suite 127 Irving TX 75063
Ph: | Email:

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