New Account Operations Specialist

Essential Functions

• Process and establish new accounts placed under management, portfolio allocation changes and various other operational tasks per established procedures
• Troubleshoot and/or assist in the resolution of incomplete / mismatch documentation
• Provide operational support to our clients and their financial advisors via email and telephone
• Work closely to ensure a smooth and seamless client experience
• Work with various teams/individuals within the organization to provide exceptional service to our financial advisors
• Perform miscellaneous job-related duties as assigned

Skills & Qualifications

• Ability to multi-task and manage priorities effectively
• Excellent attention to detail
• Self-motivated and able to work independently, ability to manage time and deadlines and knowing when to escalate early
• Strong organizational and analytical skills
• Motivated to achieve success both personally and for the organization
• Strong work ethic, high integrity, and strong values
• Sound communication and interpersonal skills
• Capable of adapting to a rapidly changing business and technology environment
• College degree preferred
• Strong excel skills