Vacancy expired!
- Review, monitor and manage the entire relationship provided to the broker client
- Act as a liaison between broker client and internal operations and technology teams
- Complete initial and ongoing due diligence and respond to client inquiries regarding broker services
- Support internal client base, provide management reporting, and manage internal database and reporting systems
- Involved in new project management stages at the company
- Collaborate with technology teams to develop and enhance software offerings
- Work with operations team to ensure quality control standards are met
- Bachelor's degree in business or related field
- 3 to 5 years of work experience in financial services or business operations
- Experience marketing in a B2B environment. Able to build relationship with management and work with internal and external clients
- Must be able to organize and prioritize and complete tasks within established time constraints
- Able to work in a high-pressure environment and meet numerous deadlines
- Knowledge of broker - dealer operations and proxy processes
- Knowledge in Microsoft Suite
- Strong verbal and written communication skills
- Excellent research skills and attention to detail
- Ability to multitask and work on multiple projects
- Strong relationship building skills
- Able to work in an open office environment. Some travel required.
Vacancy expired!