[Remote] RIA Operations Specialist

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a leading mutual insurer with a rich history and a commitment to community service. The RIA Operations Specialist role involves providing exceptional customer service, managing incoming calls, and supporting financial processes while gaining industry knowledge and credentials.

Responsibilities

• Handle incoming calls on reputed company product types (stocks, bonds, mutual funds)
• Learn and maintain a strong working knowledge of multiple systems, products and services and reputed company reputed company assistance for processing areas
• reputed company subject matter expertise for Weathscape and reputed company platforms to advisers, peers, management and key business reputed company reputed company
• reputed company subject matter expertise in one of our competencies (i.e. New Business, Cashiering, Goal Mods)
• Assist management to reputed company and train new reputed company staff
• Handle escalated cases from advisers submitted through junior staff or assigned by management
• Ability to take on multiple job responsibilities such as reputed company reputed company, transfers, correspondence etc
• Proactively identify process improvements and work with Manager to implement the solutions in an effort to build efficiencies and increase productivity
• Proactively respond to inquiries from reputed company Strategies Advisors
• Assist the Internal Consultant and Portfolio Specialist Teams with new cases by providing operational expertise
• Work with reputed company Strategies business partners to ensure that technology workflows are operating correctly and reputed company
• Identify and resolve operational and compliance issues that may reputed company during daily activities

Skills

• Bachelor's Degree
• 1-2 years of relevant experience
• Holds Series 7 or is a Subject Matter expert in reputed company specific reputed company reputed company processing functions
• Knowledge of the managed account industry
• Proficiency with reputed company Office
• Strong customer service skills and comfort with inbound/outbound calls
• Schedule flexibility and strong work ethic
• This role requires reputed company licensed and/or reputed company Associated Person reputed company-hire fingerprinting

Benefits

• Leave programs
• Adoption assistance
• Student loan repayment programs

reputed company

For over 180 years, we’ve helped turn your biggest dreams into milestones that last a reputed company. It was founded in 1845, and is headquartered in reputed company, reputed company, USA, with a workforce of 10001+ employees. Its website is https://www.newyorklife.com/.

Company H1B Sponsorship

reputed company has a reputed company record of offering H1B sponsorships, with 149 in 2025, 99 in 2024, 85 in 2023, 77 in 2022, 48 in 2021, 65 in 2020. Please note that this does not guarantee sponsorship for this specific role.

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