Operations Specialist

4 weeks ago


Southfield, United States Raymond James Full time
Job Description

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Job Summary
“Great things in a business are never done by one person. They’re done by a team of people.” R2 Financial Planning takes this to heart when hiring, and as such, we are seeking a dynamic Operations Specialist to add to our team. Under general supervision, uses specialized skills gained through training and experience to provide proactive support to financial advisors. Provide efficient and detail-oriented, high quality client service, account maintenance, and administrative support to advisors within the scope of the program. Follows established standard operating procedures to perform tasks, projects, and assist clients. Receives general guidance and direction to perform other work with substantial variety and complexity requiring decision making responsibility.

Essential Duties and Responsibilities
• Communicates with assigned advisors proactively on a daily basis to ensure needs are being met and necessary support is being provided. 
• Manages client account maintenance activities which includes, but is not limited to opening/maintaining accounts, submitting forms, money movement, monitoring transactions and transfers, etc.
• Delivers client support which includes, but is not limited to client meeting preparation, running reports, meeting follow up, and special outreach projects, etc. 
• Provides high caliber service to clients by responding to inquiries and requests promptly.
• Researches complex client situations, communicates with home office departments to seek a timely resolution, while managing client’s expectations until resolved.
• Participates in ongoing training and education to ensure the most efficient usages of technology and firm resources.
• Performs other duties and responsibilities as assigned.
• Coordinates /oversees the transition process for new client transition of accounts with other functional areas to ensure a professional process from initial client contact through transition of accounts ensuring proper execution of every step of the new client onboarding process. 
• Assists with prospective clients, provides consultation and education regarding the Raymond James and Associates platform.



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