Operations Associate III

As an Operations Associate III in the Investment Advisor Operations team, you will be responsible for processing a variety of requests relating to client advisory accounts.

Account administration includes new account setup, terminations, fee billing, customer service, and general updates to client advisory accounts.

In this fast-paced and deadline driven environment, you will be dedicated to quality work by providing superior customer service and partnering with others in a team environment to deliver results in a timely manner.

Responsibilities

• Accurately establish, maintain, bill, and close assigned accounts in a timely manner, ensuring all department service levels are observed.
• Provide quality customer service to branch office personnel, correspondents and third party money managers as primary contact for all questions concerning advisory accounts.
• Assist supervisor with activities surrounding periodic account billing.
• Research and resolve issues, errors or billing discrepancies in a timely manner.
• Assist other team members with opening, billing and closing accounts as volumes warrant.
• Reduce risk by suggesting process changes or modifications as appropriate.
• Perform other duties and responsibilities as assigned.

Requirements

• 4-year degree from an accredited university (or equivalent) OR high school diploma (or equivalent) AND 2+ years of job-related experience
• Effective problem identification, multitasking, and resolution skills along with proficient computer skills in Microsoft-based software products
• Ability to communicate effectively both verbally and in writing, excellent customer service skills, organizational skills, and superb attention to detail
• Ability to handle multiple priorities in a fast-paced and deadline driven environment

Nice-to-have

• 4-year degree from an accredited university in business, finance or related field
• 1+ year business, finance, customer service and/or accounting/bookkeeping experience

What's in it for you?

• A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
• Leaders who support your development through coaching and managing opportunities
• Ability to make a difference and lasting impact
• Work in a dynamic, collaborative, progressive, and high-performing team
• Opportunities to do challenging work
• Opportunities to take on progressively greater accountabilities
• Access to a variety of job opportunities across business