Operations Service Associate
Operations Service Associate
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
Portland Oregon
with a focus on new account/account opening support.
- Support Member Firms account servicing requests including but not limited to:
- Opening of new accounts with Custodian/clearing firms and internal systems (new accounts take approx 80% of the time; there is variation in how accounts need to be processed the person in this role would need to review/research procedures and follow the correct one; review all the incoming paperwork enter it accurately into multiple systems)
- (If temp demonstrates proficiency in new accounts they will also support additional support activities for the team and account servicing) initiation of asset transfers withdrawal requests and account updates with consistent focus on providing a worldclass client experience.
- (Portland location only; approx 10% of the time) Process physical mail for both incoming and outgoing mailing campaigns; may need to perform data entry.
- Answer calls from member firms research answers to less common questions and logically think through challenging issues to come up with reasonable solutions as appropriate in scope of role. Utilize judgment in knowing when to seek additional guidance escalate or redirect calls as necessary.
- Assist with updating operational procedures.
- Assist with other departmental projects and duties as assigned.
- Minimum 1 year of experience in data entry/customer service role
- Demonstrated experience in roles that require high attention to detail and ability to follow procedures
- High level of customer service skills to be able to support business partners and the ultraaffluent clientele
- Excellent attention to detail and an elevated level of reliability and accuracy
- Ability to communicate and work efficiently in highpressure situations
- Ability to maintain confidential sensitive information
- Ability to quickly learn and efficiently navigate new systems processes and workflows
- Ability to work effectively both independently and as a member of a team
Employment Type
Full Time
