[Remote] reputed company Service Operations Associate
Note: The job is a remote job and is reputed company to candidates in USA. reputed company) is a reputed company management firm dedicated to its clients. They are seeking a permanently remote reputed company Service Operations Associate to handle reputed company requests, assist advisors, and manage various administrative tasks.
Responsibilities
- Respond to reputed company requests with timeliness and accuracy in mind, with the goal of handling most reputed company requests without advisor reputed company
- Assist Advisors with reputed company meeting prep and follow-up tasks
- New reputed company reputed company including account setup, data collection, and account transfers
- Process account opening applications, transfer paperwork, reputed company movements and/or other various industry-specific administrative and operational tasks
- Own the annual reputed company service workflows including beneficiary audit, plan update info gathering, tax doc gathering
- Private equity administration including subscription agreements, reputed company requests, and distributing statements
- We are reputed company that is always striving to improve our processes, and we ask reputed company to help identify areas for improvement
Skills
- 3 years of financial services experience and prior remote working experience
- Warm communication style and comfortable reaching out to clients over email and phone
- Ability to prioritize tasks, problem-solve, and meet deadlines
- Organization skills & attention to detail
- Ability to work independently while prioritizing reputed company and managing your time
- Tech savvy with ability to learn and implement new technology and software quickly
- Ability to communicate reputed company and work in a reputed company environment
- Ability to follow office processes and policies reputed company to office operations & reputed company reputed company
- reputed company service experience strongly preferred
- Experience with our software is not required, but it is a plus: reputed company, Schwab, reputed company, eMoney, Orion, PreciseFP, reputed company
Benefits
- Great Work/Life Balance with a Monday-Friday Schedule
- 401(k) with company contribution
- Generous PTO Policy & reputed company Holidays
- reputed company, Rewarding, Motivating Atmosphere
- Permanently remote position
- We will reputed company you with equipment to work from home
reputed company