What are the responsibilities and job description for the Account Transition Specialist position at Compunnel Inc.?
Key Responsibilities
- Provide world-class customer service to both internal and external clients
- Research and resolve problems accurately and in a timely manner
- Leverage systems to ensure all case interactions are appropriately entered and documented
- Actively manage and monitor daily case load using technology resources
- Apply Firm verification policies to prevent identity theft and fraudulent activity
- Stay up-to-date on SEC/FINRA, Compliance, and Firm guidelines to ensure risk mitigation
