Job description
Performance Dynamics is a Business Process Insourcing company that specializes in operations processing for financial and investment management firms at our client’s sites. We are currently seeking several employees to assist in updating account holder records that have been identified as having a discrepancy in a timely and accurate manner while remaining within legal guidelines.
PRINCIPAL RESPONSIBILITIES
Performance Dynamic associates work will encompass data clean up using a windows-based system. Associates will review the records already flagged as “suspect matches” to help clear the backlog. Associates will review accounts for inaccurate social security numbers, date of birth, addresses, names, and more in a timely and accurate manner to meet company standards for efficiency and effectiveness:
- Associates will research in the system to ensure the data is corrected appropriately.
- Associates will consolidate accountholder records when duplicate accounts are identified.
- Associates will ensure all information entered in the system is correct with no typographical mistakes and/or omissions.
- Associates will self-check all work before completing to ensure all requests are processed completely and accurately the first time while maintaining a 98% quality rate.
- Associates will adhere to schedule and activities as outlined for the department.
- Associates are encouraged to take ownership of their work and demonstrate commitment to finishing tasks in a timely manner and in a single interaction whenever possible.
- Associates are expected to optimize interactions with their co-workers.
- Associates are expected to leverage available tools and resources and expand their learning interest.
- Associates are expected to raise questions and escalate issues as they arise.
- Occasional placement of outbound calls to clients to confirm their intentions may be required.
- Other duties as assigned.
Job Type: Full-time
Pay: $20.00 - $22.00 per hour
Expected hours: 40 per week
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Paid time off
- Referral program
- Vision insurance
Schedule:
- 8 hour shift
- Day shift
- Monday to Friday
- Overtime
Experience:
- Salesforce: 1 year (Preferred)
- Customer service: 1 year (Preferred)
- Data entry: 1 year (Preferred)
- Remote: 1 year (Preferred)
Location:
- Missouri City, MO (Required)
Work Location: Remote