Join Chase, where you will have the opportunity to make real innovative impacts to our customers and be part of a dynamic environment where every day brings new challenges and opportunities.

As a Transactions Specialist II within the Retirement Services Operations team, you will play a crucial role in processing and servicing transactions, ensuring smooth operations for all customer accounts. Your responsibilities include handling document transactions, which may involve complex tasks within a structured and supervised environment. You will be tasked with inputting data into systems, and maintaining the highest standards of production and accuracy. Your critical thinking and problem-solving skills are essential for success in this role.

Job responsibilities 

Process and clear IRA related transactions, adhering to established routines and procedures, ensuring accuracy and timelinessHandle customer inquiries and requests related to account balances and transactions, providing a positive customer experience at all touchpoints Maintain up-to-date knowledge of market products and industry regulations, using this knowledge to ensure compliance in all transaction activitiesNavigate multiple technologies with resiliency and adaptability in a fast-paced environmentIndependently manage ambiguity by utilizing resources, critical thinking, and application of concepts to recommend solutionsCommunicate and collaborate effectively with peers, customers, management, and across lines of business.Contribute to a culture of continuous improvement by sharing ideas for enhancementAdhere to department policies and guidelines, and be flexible to new skillsets as they ariseMeets monthly Scorecard metric standards for quality, productivity, and occupancy

 

Required qualifications, capabilities, and skills 

Agile learning, analytical, attention-to-detail, action-oriented, resiliency-adaptability, critical-thinking/problem-solving, customer-service orientation, and self-development skillsGood oral and written communication skillsExperience in a production, metrics-driven environment with a focus on meeting deadlines.Basic computer skills and knowledge of Microsoft applications.Alpha/numeric data entry and typing skills with excellent accuracyMust be a team player and maintain a positive attitudeEmbody values in action: service, heart, curiosity, courage, excellence

High School Diploma or equivalent

 

Preferred qualifications, capabilities, and skills

Experience with IRAs and reviewing legal documents is preferred but not required. We will train

 

Work Schedule:

Monday – Friday - Typically 8 a.m. – 4:30 p.m. EST This position may require working non-traditional hours and/or additional hours as business needs arise. Work schedule might be subject to change.