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Beacon Hill’s client is seeking a Business Operations Associate to support their dynamic business operations team on a contract-only basis. This role focuses on handling foundational and transactional work to help relieve current team members, while maintaining accuracy, efficiency, and excellent client support. This opportunity is well-suited for someone who is detail-oriented, comfortable working with numerical data, and brings strong customer service experience-primarily through email communication. Prior exposure to financial services or banking environments is highly preferred.
Job Responsibility:
Review, process, and reconcile monthly credit insurance premiums, debt protection charges, rate administration fees, and billing statements for assigned clients and financial institutions
Identify discrepancies and research out-of-balance conditions or eligibility concerns to ensure accurate financial reporting
Partner with clients and financial institutions to support the completion and submission of accurate, on-time monthly reports
Address and resolve reporting-related issues at both the client and end-customer levels to improve service outcomes
Respond to client and customer inquiries with professionalism and efficiency, primarily through email correspondence, with limited phone interaction as needed
Complete assigned operational tasks by following documented procedures and established business processes
Requirements:
Ability to perform routine operational work using defined processes and guidelines
1-2 years of experience using Microsoft Office applications (Word, Excel, PowerPoint)
Strong organizational and time management skills
Self-directed, dependable, and proactive
High level of accuracy and attention to detail
Comfortable working with numerical and financial data
Nice to have:
Previous experience in a business operations role
Background in the financial services or banking industry
Customer service experience with a strong emphasis on written communication