Location: Louisville, KY – Hybrid 

We are looking for external candidates preferably near our Louisville, KY office. If you are a current internal employee, we will consider your application if you are near one of our U.S. office locations. 

This is a hybrid position primarily based in Louisville, KY. We are committed to your flexibility and wellbeing and our hybrid strategy currently requires three days a week in the office, giving you the option to work remotely for some of your working week.Find out more about our culture of flexible working.

We give you a world of potential  

Global Operations Shared Services provides multiple business lines and regions operational support for core, high volume functions that are common across lines of business such as contact center, transaction processing and imaging support. Services are across our global footprint and supported by underlying technology that enables optimization of execution.

Account Recordkeeping is a function within Shared Services and is responsible for supporting multiple business lines in the areas of account maintenance, transaction processing and all other account-owner initiated recordkeeping activities and transactions. 

Processors in Account Recordkeeping execute transactions at a regional level for account-owners in line with internal risk policies, regulatory requirements, short deadlines and client service level agreements. 

A role you will love

The Processor – Account Recordkeeping is responsible for the execution of transactions requested by shareholders over their accounts, including name and address maintenance, transfers, sells and enrollment.

Transactions must be executed in compliance with internal policies and controls and at a set level of efficiency and accuracy.

Key Responsibilities include but are not limited to:

• Process and review general data entry transactions for various transaction types including transfers, purchases/sells, and account maintenance within established productivity and quality standards.
• Daily review of information pertaining to processing feedback and procedural updates.
• Escalate complex inquires as needed per documented procedures.
• Complete required internal training and compliance classes timely.
• Required to work overtime and assist other departments during peak volumes to assist in meeting our clients service level agreements.

 What will you bring to the role?

As you can imagine, we need you to have great attention to detail. Supporting a core process isn’t an easy job, so being able to think independently, problem solve, and work quickly are some key skills that you’ll need for this role.

We are looking for people with these skills:

• High school diploma or equivalent or an Associate's Degree (A. A.) or equivalent from two-year college or technical school; or six months to one-year related experience and/or training; or equivalent combination of education and experience.
• Requires a good understanding of how the wider team works together to successful achieve their team and wider department goals and objectives. An advanced understanding of how the wider team works together to successfully achieve their team and wider department goals and objectives.
• The role requires attention to detail and some evaluative judgment based on best practice and previous experience. The role holder is expected to respond to and resolve problems by identifying and selecting solutions through the application of acquired technical experience, which will be guided by clear policy and procedure.
• The role will have a direct impact on the delivery of our agreed service levels with our customers. The quality of service provided will reflect on the effectiveness of the role holder, team and department. 
• The role will require communication skills to be able to provide clear verbal and/or written communications to management, other team members and Customer Service Representatives to explain or document information relevant to the shareholder transactions. This communication will take the form of emails and notes on the system.