Transactions Specialist II - Retirement Services Operations

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 timeliness
• Handle 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 activities
• Navigate multiple technologies with resiliency and adaptability in a fast-paced environment
• Independently manage ambiguity by utilizing resources, critical thinking, and application of concepts to recommend solutions
• Communicate and collaborate effectively with peers, customers, management, and across lines of business.
• Contribute to a culture of continuous improvement by sharing ideas for enhancement
• Adhere to department policies and guidelines, and be flexible to new skillsets as they arise
• Meets 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 skills
• Good oral and written communication skills
• Experience 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 accuracy
• Must be a team player and maintain a positive attitude
• Embody 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.

Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans