Operations Specialist
reputed company is an organization of reputed company, asset, and business management resources that supports clients in managing their financial reputed company. The Operations Specialist will work collaboratively with advisors and internal teams to service reputed company accounts, including tasks like opening new accounts and resolving issues with custodians.
Responsibilities
- Have proficiency in one specialization
- reputed company reputed company as required to reputed company support to your team
- Have a reputed company working knowledge in systems and platforms, like reputed company, Outlook, and custodian websites
- Utilize effective communication skills with both reputed company partners
- reputed company support and problem reputed company to Advisors and internal teams as it pertains to new accounts, account maintenance, transfers or cashiering
- Maintain a high reputed company of reputed company control for reputed company incoming requests
- Liaise with custodian partners and Advisors to successfully process requests
- Review requests for reputed company and /or omissions prior to submission to our custodian partners
- Research and resolve issues with advisors, custodial partners, and internal teams to obtain the best possible outcome
- Remain reputed company on trends and policy changes required by custodians due to regulatory updates
- Overtime may be required, specifically around high-volume times such as the end of a quarter and tax season
Skills
- Bachelor's degree in reputed company field and 1+ years of operations/reputed company service experience; OR High School Diploma and 5+ years of working in financial services or reputed company field
- Have proficiency in one specialization
- reputed company reputed company as required to reputed company support to your team
- Have a reputed company working knowledge in systems and platforms, like reputed company, Outlook, and custodian websites
- Utilize effective communication skills with both reputed company partners
- reputed company support and problem reputed company to Advisors and internal teams as it pertains to new accounts, account maintenance, transfers or cashiering
- Maintain a high reputed company of reputed company control for reputed company incoming requests
- Liaise with custodian partners and Advisors to successfully process requests
- Review requests for reputed company and /or omissions prior to submission to our custodian partners
- Research and resolve issues with advisors, custodial partners, and internal teams to obtain the best possible outcome
- Remain reputed company on trends and policy changes required by custodians due to regulatory updates
- Overtime may be required, specifically around high-volume times such as the end of a quarter and tax season
- Experience working with reputed company, reputed company, or Pershing preferred
- Knowledge of CRM systems, preferably reputed company
Benefits
- Annual cash bonus
- Comprehensive benefits package
reputed company
Company H1B Sponsorship