Senior Associate, Digital Workflow Services | St. Petersburg, Fl | Onsite Training

Chartwell Investment Partners

St. Petersburg, FL, US
Hybrid
Digital workflow services
Client account documentation
System troubleshooting
The Senior Digital Workflow Services Associate ensures client account documentation complies with industry regulations and provides world-class phone support to troubleshoot system issues

Job Summary

  • The Senior Digital Workflow Services Associate ensures client account documentation complies with industry regulations and provides world-class phone support to troubleshoot system issues.
  • This role involves facilitating problem resolution, processing client documents, and adhering to established procedures for routine tasks, with general guidance for non-routine tasks.
  • The position offers a hybrid schedule after an initial onsite training period, with in-office days 3 times per week in St. Petersburg, FL.

Matching Summary

The Senior Digital Workflow Services Associate ensures client account documentation complies with industry regulations and provides world-class phone support to troubleshoot system issues.

Skills & Requirements

Must-have

  • Digital Workflow Services
  • Client Account Documentation
  • System Troubleshooting
  • Operational Process Training
  • DocuSign and E-signature platforms
  • Quality Assurance Reviews

Nice-to-have

  • Client-first focus
  • Continuous improvement mindset
  • Adaptable to dynamic environment
  • Inspire professional growth

Key Requirements

  • High School (HS) Required
  • 7 to 12 months General Experience

Work Rights

Not specified

Tailored Resume

Cover Letter