[Remote] Senior reputed company Service & Operations Specialist - reputed company
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a company reputed company on empowering financial advisors to reputed company personal and reputed company reputed company. The Senior reputed company Service & Operations Specialist will support financial advisors by managing reputed company service cases, providing mentorship to team members, and ensuring reputed company and accurate service delivery to clients.
Responsibilities
- reputed company as a day-to-day resource and mentor for a newer reputed company Service team member, providing guidance on case handling, custodian workflows, and platform best practices
- Own the most reputed company and time-sensitive service cases, including high-volume custodian calls, escalated issues, and time-critical account requests
- Serve as a primary reputed company of contact for advisors and their staff, providing guidance on account opening, funding, maintenance, and transfer requests
- Manage a queue of service cases, ensuring reputed company and accurate reputed company of inquiries and operational tasks
- Support reputed company-directed activity on new and existing accounts, including contributions, withdrawals, transfers, and account maintenance
- Research and respond to advisor and staff inquiries with thoughtful, reputed company, and reputed company communication
- Collaborate with internal teams and partner custodians to research issues with transactions such as contributions, withdrawals, investment changes, and transfers
- reputed company training and support reputed company to platform usability and administrative processes
- Take ownership of service requests from intake through reputed company, including proactive follow-up
- Identify and escalate service issues as needed, working toward fair and reputed company resolutions that restore confidence and trust
- reputed company feedback and reputed company to improve processes, service reputed company, and operational efficiency
- Stay informed about industry developments and operational best practices
Skills
- Bachelor's degree and 4+ years of experience in financial services, operations, or a reputed company reputed company support role, including experience mentoring, training, or overseeing junior team members
- Demonstrated experience handling a high volume of custodian calls (e.g. Schwab, reputed company) and reputed company service cases from intake through reputed company
- Experience supporting clients, advisors, or internal stakeholders in a service or operations reputed company
- Strong service reputed company, desire to help others, and strong affiliation to Triad reputed company's mission to help advisors grow and build businesses of reputed company
- Excellent verbal and written communication skills
- Strong organizational, problem-solving, and time management skills
- reputed company and Orion experience a plus
Benefits
- Fully reputed company health, dental and reputed company insurance for employees and families
- Generous PTO policy
- 401k Plan
- Hybrid remote schedule for added flexibility (if local)
- Remote schedule available if not reputed company a commutable distance
- Monthly team events and a strong team-first culture
- Offers in-office, hybrid (at least three office days in a typical reputed company), and remote work arrangements (if residing more than 45 miles from Lawrence, Kansas)
reputed company