Demo

Data Entry Operator

Tailored Management
Omaha, NE Full Time
POSTED ON 4/3/2025
AVAILABLE BEFORE 5/2/2025

Job Title : Data Entry Operator

Work Setup : Remote ( Must be located in the CST time zone)

Pay Rate : 19.57 / hr, paid weekly

Target Start Date : February 24, pending on onboarding completion

Benefits : Health, Dental and Vision Insurance

Contract Length : 6 Months (Contract Extension or Conversion to FTE based on Performance, Attendance and Business Need)

Join a leading financial services provider headquartered in the U.S., that offers banking, commercial banking, investing, consulting, and wealth management services to clients.

Job Description :

We are seeking a Conversion Specialist to provide exceptional service in managing seamless account and plan transfers for Third-Party Administrators (TPAs), Independent Record-Keepers, and participants. Your expertise will help drive client retention and enhance operational efficiency, setting us apart from competitors.

Responsibilities :

  • Facilitate incoming, outgoing, and internal retirement account transfers with accuracy and efficiency.
  • Ensure timely and high-quality service to support client retention and strengthen relationships.
  • Identify and implement process improvements to enhance operational efficiency.
  • Collaborate with internal teams to provide accurate and timely responses to inquiries and service-related issues.

Qualifications :

  • Experience working with Third-Party Administrators (TPAs), Independent Record-Keepers, or Advisors.
  • Strong operational, organizational, and follow-up skills to manage complex processes effectively.
  • Excellent customer service, communication, and interpersonal skills.
  • Professionalism, integrity, and a strong work ethic.
  • Intermediate to advanced technical skills, including proficiency in Windows, database systems, email, and internet research.
  • Candidates must be located in the CST time zone.
  • If you are detail-oriented and passionate about providing top-tier service in the retirement account industry, apply today!

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