Job Details

ID #17270948
State California
City Sanfrancisco
Job type Contract
Salary USD $30 - $40 30 - 40
Source Diligente Technologies
Showed 2021-07-25
Date 2021-07-25
Deadline 2021-09-23
Category Et cetera
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Operations Specialist

California, Sanfrancisco, 94101 Sanfrancisco USA

Vacancy expired!

Title: Operations Specialist Work Location: 111 PineWork Location Address: 111 Pine Street, San Francisco, CA 94111Start Date: 7/12/2021

The Operations Associate is responsible for the onboarding of new clients and the maintenance of client account updates. This responsibility includes but is not limited to new account opening, account maintenance, and internal client service.What you’ll do as a

Operations Associate, Client Account Administration - Contingent:
  • Assist the New Account Team with operational duties this involves:• Generation and mailing of client welcome mailings• Processing client contact updates• Establishing online account access• Updating account/rep codes• Updating account beneficiary changes• Reviewing and processing account registration changes• Reviewing and processing account signer updates• Setting up interested parties• Pre generating Account numbers• Process account closure request• Review new account documentation• Assisting with account related inquiries or redirecting inquiries to appropriate department• Answering client service help lines, answering routine questions, and escalating issues to management, when appropriate• Ensuring compliance with both internal and regulatory policy and procedures• Performs other duties and responsibilities as required or assigned by supervisor which may include special projects

Mandatory Skills:1 to 3 years of financial services experiences at a brokerage firm or registered investment advisor/manager, preferred New accounts or client onboarding experience, a plus 4-year college degree Must be able to review and analyze data reports and manuals; must be computer proficient.Must be able to communicate effectively via telephone and in person.

Vacancy expired!

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