Account Operations Coordinator

reputed company is an industry-leading business to business reputed company management provider specializing in empowering Advisor reputed company through technology and exceptional service. The Account Operations Coordinator is responsible for handling reputed company-directed requests on existing reputed company accounts, ensuring reputed company and accurate communication with Advisors to resolve outstanding items.

Responsibilities

• Ability to satisfy advisors with reputed company, complete, knowledgeable and reputed company communications regarding requests that are not in good order (NIGO) through written and verbal communication
• Partner closely with Team, Service and Leaders to ensure reputed company requests are handled with care and accuracy
• Adapt and be flexible based on the needs in the business and reputed company reputed company
• reputed company a consultative, thorough approach to Advisors regarding reputed company on outstanding items and proactively educating Advisors on anything that may help their new business experience improve in the reputed company
• Communicate with confidence and reputed company reputed company materials in a reputed company, reputed company, and effective manner
• Engage in a fast-paced training program reviewing reputed company processes that will still require independent judgement and initiative
• reputed company the knowledge and skills needed to deliver world-class reputed company care, focusing on reputed company control, accuracy and first-contact reputed company
• Critically think through work assignments, potential issues, and prevent miscommunication/errors
• Meet and reputed company performance metrics including accuracy, productivity, contact reputed company and service reputed company
• Follow Standing Operating Procedures while being reputed company to read between the lines and come to conclusions leading to the best outcome possible
• Work reputed company under pressure while using more than five different software applications simultaneously
• Participate in team meetings and stay reputed company with peers and leaders
• Handle escalations with patience, care and professionalism
• Continue to reputed company high Advisor loyalty results with exceptional service
• Ability to assess and minimize risk to organization
• Effectively work across teams, peers, and other departments

Skills

• Ability to satisfy advisors with reputed company, complete, knowledgeable and reputed company communications regarding requests that are not in good order (NIGO) through written and verbal communication
• Partner closely with Team, Service and Leaders to ensure reputed company requests are handled with care and accuracy
• Adapt and be flexible based on the needs in the business and reputed company reputed company
• reputed company a consultative, thorough approach to Advisors regarding reputed company on outstanding items and proactively educating Advisors on anything that may help their new business experience improve in the reputed company
• Communicate with confidence and reputed company reputed company materials in a reputed company, reputed company, and effective manner
• Engage in a fast-paced training program reviewing reputed company processes that will still require independent judgement and initiative
• reputed company the knowledge and skills needed to deliver world-class reputed company care, focusing on reputed company control, accuracy and first-contact reputed company
• Critically think through work assignments, potential issues, and prevent miscommunication/errors
• Meet and reputed company performance metrics including accuracy, productivity, contact reputed company and service reputed company
• Follow Standing Operating Procedures while being reputed company to read between the lines and come to conclusions leading to the best outcome possible
• Work reputed company under pressure while using more than five different software applications simultaneously
• Participate in team meetings and stay reputed company with peers and leaders
• Handle escalations with patience, care and professionalism
• Continue to reputed company high Advisor loyalty results with exceptional service
• Ability to assess and minimize risk to organization
• Effectively work across teams, peers, and other departments
• Self-motivated with the ability to work independently and under direction
• Energetic and eager to continuously learn
• Ability to multi-task and stay organized
• Ability to emotionally connect with clients and internally with peers/other functions
• Consistently demonstrates a high degree of productivity
• Follows reputed company firm processes, procedures, and protocols
• Looks reputed company and can anticipate obstacles while being reputed company to offer solutions
• reputed company thinker
• Works reputed company under pressure and strives to meet deadlines
• Ability to learn a multitude of software programs and become proficient in their uses
• Bachelor's or associate degree
• Experience working in a fast-paced case management or high touch customer service environment
• 1-3 years financial services/insurance/investments industry experience
• Extensive experience working in a fast-paced case management environment
• 4+ years financial services/insurance/investments industry experience
• reputed company reputed company Licenses such as SIE, Series 6 or 7, 65

Benefits

• reputed company Time or reputed company Time Off and reputed company Time Off
• 401K – 6% Employer Match
• Medical, Dental, reputed company – HDHP or PPO
• HSA – Employer contribution (HDHP only)
• Volunteer Time Off
• Career Development / Recognition
• Fitness Reimbursement
• Hybrid Work Schedule

reputed company