Processor

Excellent entry-level career opportunity for those interested in pursing a career in Financial Services. The Processor provides shareholders and brokers with high quality customer service in response to establishing customer accounts, transaction inquiries about Putnams mutual funds, 529 or retirement products. In this role, you will apply industry knowledge to complete shareholder and broker transactions related to individual accounts, as well as resolve operational issues and provide quality service.Specific Responsibilities include:
Provide transaction support to Putnam?s shareholders, brokers and financial advisors
Receive inbound mail requests and respond to transaction requests
Respond to request through account set up, account correction, request processing and problem resolution
Provide product information and legal requirements
Build and maintain knowledge of Putnam products, services and procedures
Assist in explaining procedures
Conduct follow through on requestsCandidate requirements:
Bachelors degree preferred
Solid client service skills and the ability to listen
Strong organizational skills and attention to detail
Ability to work within time constraints is critical
Strong PC & Internet/Intranet navigational skills
Client Service experience preferred
REQUIREMENTS
Please see Job Description