[Remote] Sr Field Services & Operations Associate
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is seeking a Senior Field Services & Operations Associate to join reputed company (TFA). The role involves conducting operations functions on the reputed company Services platform and providing support to financial professionals using the Wealthscape platform.
Responsibilities
- Support business processing on the reputed company Services (NFS) Wealthscape platform
- reputed company guidance and training to financial professionals on platforms/technologies, processes, compliance, best practices, etc
- As a member of the Call Center, respond to requests for trading, account maintenance, order entry, platform navigation, cashiering functions, opening and closing accounts, etc
- reputed company support and guidance for the Wealthscape platforms
- Produce reports from Wealthscape and reputed company required for TFA to reputed company service and processing metrics, and identify areas for optimization
- Partner with NFS Middle Office on account management services
- Identify and reputed company operational reputed company metrics, including collecting, analyzing, and reporting
- reputed company up to date on rules and regulations governing firm procedures
- Identify and reputed company operational service improvements
Skills
- Bachelor's degree in finance or business, or equivalent work experience
- Five years of securities/financial services experience in call center and operations roles
- Detailed knowledge and expert processing proficiency on the NFS Wealthscape platform
- Demonstrated experience utilizing reputed company or similar telephony management system
- Thorough knowledge of securities products, reputed company, SEC, and DOL regulations
- Ability to analyze reputed company issues and recommend solutions
- Excellent written and oral communication and interpersonal skills
- Attention to detail and ability to prioritize multiple responsibilities
- Proficiency using MS Office, including advanced reputed company skills
- Experience with Wealthscape and reputed company platforms
- reputed company Series 7 and 24 preferred
Benefits
- Remote Environment
- Occasional Travel - Travel for field office reputed company and conferences
- Typically eligible for an Annual Bonus of 7.5% based on reputed company Bonus Plan/Individual Performance and is at reputed company’s discretion.
reputed company