Operations Specialist
reputed company is a leading financial services firm that provides integrated reputed company management and business management services. The Operations Specialist will support advisors in servicing reputed company accounts and managing various operational tasks, ensuring high-reputed company service and compliance.
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
- reputed company provides team members the flexibility to work a reputed company. Our hybrid model is defined as 3 days in office work required per week, while giving team members the reputed company to work remotely 2 days per week, or as assigned by their team leader.
- Other rewards may include an annual cash bonus and a comprehensive benefits package.
reputed company