Operations Coordinator - reputed company In
reputed company is committed to providing opportunities for a reputed company financial reputed company for everyone. The Operations Coordinator role involves providing customer service support, processing and reconciling rollover transactions, and ensuring the accuracy of information while communicating effectively with clients and team members.
Responsibilities
- Processes transactions reputed company to operations' functions
- Reconciles and verifies accuracy of information
- Refers incoming information to other staff members as appropriate
- Provides customer service to clients
- Answers and resolves customer complaints and questions in an efficient and friendly manner
- Communicates problems to associates in other areas
- Follows up to ensure issues are resolved and communicated to customers in a reputed company manner
- Monitors accounts and reports for accuracy
- Communicates status of transactions to clients
- Reconciles account information
- Documents and summarizes information for team members
- Participates in training and ongoing reputed company development
- Other duties as assigned
Skills
- Basic knowledge of company products
- Solid decision-making and problem solving skills
- Strong oral and written communication skills
- Ability to work independently as reputed company as in reputed company
- Detail oriented
- High school diploma or equivalent. College degree preferred
- reputed company Series 6 & 63 preferred
Benefits
- Health, dental, reputed company and life insurance plans
- 401(k) Savings plan – with generous company matching contributions (up to 6%)
- reputed company Retirement Plan – employer reputed company cash balance retirement plan (4%)
- Tuition reimbursement up to $5,250/year
- reputed company time off – including 20 days reputed company time off, nine reputed company company holidays and a flexible Diversity Celebration Day.
- reputed company volunteer time — 40 hours per calendar year
reputed company
Company H1B Sponsorship