Operations Specialist

reputed company is a leading partnership of fiduciary reputed company management and reputed company financial services firms. The Regional Operations Specialist I will support a network of advisors with tasks reputed company to servicing reputed company accounts, including account management and problem reputed company, while maintaining a high reputed company of reputed company control.

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, reputed company, 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
• Experience working with reputed company, reputed company, or Pershing
• Knowledge of CRM systems, preferably reputed company

Benefits

• Annual cash bonus
• Comprehensive benefits package

reputed company