Business Operations Coordinator [AQ-12806]

About the Role

Join a leading organization in the financial services industry, where innovation meets stability, and a commitment to excellence drives every endeavor. As an Aquent talent, you will partner with a company dedicated to providing superior value to its clients through meticulous operations and strategic support. This is a pivotal role where your contributions will directly enhance team productivity and streamline essential workflows by supporting key administrative functions, optimizing data quality, and facilitating crucial access and vendor coordination.

You will manage daily operational tasks, from inbox monitoring and request fulfillment to supporting onboarding/offboarding and maintaining data integrity. Your efforts will reduce backlogs, improve turnaround times, and ensure a seamless experience for internal teams and external partners.

Responsibilities

• Monitor distribution and central inboxes, reviewing and triaging incoming emails daily.
• Categorize and assign requests appropriately, flagging urgent or high-priority items for immediate attention.
• Process simple access requests and manage internal service tickets, including submission, tracking, and follow-up.
• Escalate complex issues to appropriate teams as needed.
• Support user access requests, encompassing setup, tracking, and follow-up procedures.
• Administer new hire onboarding processes, including scheduling, access provisioning, distribution of welcome materials, and required ticket submissions.
• Support onboarding administration, including meeting scheduling, invitations, and follow-ups.
• Assist with departure processes, including follow-up, entitlement removals, and related ticket submissions.
• Provide administrative support for access evaluation activities, including quarterly evaluations, tracking, and responding to routine queries.
• Escalate market data platform and broker entitlement queries.
• Track and ensure the completion of entitlement-related requests.
• Reconcile vendor user lists against internal data records.
• Update data quality dashboards and relevant internal systems.
• Identify and correct data discrepancies to maintain high data accuracy.
• Track vendor and decommissioning actions.
• Schedule vendor demonstrations and training sessions, managing all associated logistics.
• Track new and ongoing trials, maintaining accurate trial records.
• Support renewal and pricing administration tasks for vendors.
• Manage the renewal process for invoice-eligible providers, confirming user feedback and renewal requirements.
• Reconcile user lists with vendors and coordinate handoff to the internal payments processing team.
• Document renewal activities in internal systems.
• Support Relationship Managers and assist with administrative project tasks.
• Maintain documentation and operational processes.
• Provide team coverage as needed to ensure continuous support.

Requirements

• Proven experience in an administrative or business operations support role.
• Exceptional organizational and time management skills, with a demonstrated ability to prioritize and manage multiple tasks efficiently.
• Meticulous attention to detail, ensuring accuracy in data, records, and administrative processes.
• Proficiency in managing email correspondence, triaging requests, and categorizing information effectively.
• Experience with ticketing systems and tracking requests through to completion.
• Ability to support onboarding and offboarding procedures, including access setup and administrative coordination.
• Experience with data quality initiatives, including reconciling information and resolving discrepancies.
• Strong communication and interpersonal skills, capable of coordinating effectively with internal teams and external vendors.
• Demonstrated ability to work independently, take full ownership of responsibilities, and identify when to escalate complex issues.

About the Client

This client is one of the largest financial services organizations, known for its dynamic teams, collaborative culture, and forward-thinking management. Recent leadership transitions—including a new CMO and high-level digital leadership from top technology, retail, and CPG companies—have driven a shift toward Agile methodology, enabling faster delivery of valuable content. The company has also remodeled its workspace to support creativity and collaboration.

The environment is characterized by constant change, with a focus on improving both product offerings and work-life balance. If you thrive in adaptive settings, this role offers an opportunity to gain experience in Agile methodologies and digital transformation, enhancing your career trajectory.

Benefits

As an Aquent talent, you’ll have access to:

• Subsidized health, vision, and dental plans.
• Paid sick leave.
• Retirement plans with a company match.
• Free online training through Aquent Gymnasium.