Operations Specialist
reputed company is a leading financial services firm that provides integrated wealth management and business management services. The Operations Specialist will support advisors in servicing client accounts and managing various operational tasks, ensuring high-quality service and compliance.
Responsibilities
- Have proficiency in one specialization
- Adjust focus 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 internal and external partners
- reputed company support and problem resolution to Advisors and internal teams as it pertains to new accounts, account maintenance, transfers or cashiering
- Maintain a high standard of quality 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/client service experience; OR High School Diploma and 5+ years of working in financial services or reputed company field
- Have proficiency in one specialization
- Adjust focus 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 internal and external partners
- reputed company support and problem resolution to Advisors and internal teams as it pertains to new accounts, account maintenance, transfers or cashiering
- Maintain a high standard of quality 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 Charles Schwab, Fidelity, or Pershing preferred
- Knowledge of CRM systems, preferably reputed company
Benefits
- Focus 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 option 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.
Company Overview