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SRT Processing Specialist
A company is looking for an SRT Processing Specialist. Key Responsibilities Process participant enrollment and census information accurately and timely, ensuring compliance with transition requirements Analyze and resolve client issues while providing high-quality customer service regarding incomplete forms and outstanding requests Support product operations functions, including pending transactions and enrollment guide order processing Qualifications and Skills Experience with SchwabRT (SRT), particularly in distribution processing and check requests via file extraction Detail-oriented with the ability to follow predefined workflows and operational procedures Ability to manage tasks independently and prioritize daily responsibilities Experience collaborating with internal and external business partners for issue resolution Understanding of data security and compliance to protect client information
A company is looking for an SRT Processing Specialist.
Key Responsibilities
Process participant enrollment and census information accurately and timely, ensuring compliance with transition requirements
Analyze and resolve client issues while providing high-quality customer service regarding incomplete forms and outstanding requests
Support product operations functions, including pending transactions and enrollment guide order processing
Qualifications and Skills
Experience with SchwabRT (SRT), particularly in distribution processing and check requests via file extraction
Detail-oriented with the ability to follow predefined workflows and operational procedures
Ability to manage tasks independently and prioritize daily responsibilities
Experience collaborating with internal and external business partners for issue resolution
Understanding of data security and compliance to protect client information