The position requires daily interaction with various broker dealers, internal branch network, other Operations groups, and technology teams. The position requires learning the function and products regarding the transfer process to become a Subject Matter Expert. The employee will have the opportunity to analyze and improve processes. The team provides exposure to a multitude of financial products and will assist in establishing or further developing a career within Operations.
Primary Responsibilities include providing ACAT (Deliver and Receive) processing support to all Branches and to Service Teams, answer case/phone inquiries from Branches and telephone inquiries for broker dealer firms, provide support to outsourced vendor, escalate any issues accordingly and set expectations for Branches throughout the ACAT process, and participate in team meetings to share best practices and volume trends.
Organizational skills, efficient communication, ability to multitask, attention to detail and a readiness to escalate issues with a sense of urgency are of importance for this position.
Qualifications
- Organization, efficient communication, attention to detail and a readiness to escalate issues with a sense of urgency are of importance, customer service etiquette, detailed oriented, adaptive to a fast-paced environment, team player, responsible, execution oriented with the effective follow through and the ability to multitask and basic understanding of the financial industry a plus
Top Skills
- 2-3+ years' experience
- Bachelor's degree
- Customer service experience, including call handling
- Some data analytics experience
- Some experience in coding, any language is fine, or project and automation experience
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