Operations Specialist - Managed Accounts - Remote

Overview

As an Operations Specialist on the Managed Accounts team, you will provide administrative and operational support to our network of partner firms, ensuring a smooth client experience in a fast-paced environment.

In Short

• Provide operational support to partner firms.
• Process client agreements and ensure accuracy.
• Assist with new client onboarding.
• Conduct account reviews and generate reports.
• Ensure compliance with company policies.
• Serve as a primary contact for client inquiries.
• Collaborate with internal teams for seamless processing.
• Participate in training to stay updated on industry knowledge.
• Identify inefficiencies and enhance operational efficiency.
• Excellent communication and problem-solving skills required.

Requirements

• 5+ years of experience in financial services.
• Strong understanding of regulatory frameworks.
• Proficiency in Microsoft Office 365 and CRMs.
• Experience with custodian systems (e.g., Fidelity, Schwab).
• Excellent attention to detail and analytical skills.
• Strong verbal and written communication skills.
• Ability to manage multiple tasks in a fast-paced environment.

Benefits

• Opportunities for career growth.
• Collaborative team environment.
• Training and education opportunities.
• Engagement in industry knowledge and compliance requirements.