Operations Specialist

3 weeks ago


Jacksonville, United States Talent Software Services Full time
Job Description:
  • The successful candidate will have a strong ability to prioritize, complete tasks, think beyond a checklist, be flexible, and be able to shift priorities.
  • This is an individual contributor that supports operations for a small unit or work team in Wealth Management Operations- Bannering Operations.
  • Responsibilities include but are not limited to: supporting Brokerage branch offices with Bannering and visibility of clients Bank relationships.
  • Supports Private Bank Client teams with moving clients into or out of Private Bank.
  • Assisting the team with everyday functions
  • Collaborate with partners inside and outside the organization.
  • Make strategic decisions, use time effectively, prioritize meetings and exceed line of business goals.
  • Disseminate information regarding policies, procedures, roles, and responsibilities including regulatory requirements.

Required Skills:
  • Strong commitment to client satisfaction and service ownership
  • Strong organizational skills with attention to detail and focus on quality.
  • Strong analytical and problem-solving skills
  • Demonstrated qualities of cooperative and professional work ethic
  • Strong written and verbal communication to tailor communications to audience, actively listen, and follow-up with questions and updates to involved parties.
  • Professional Demeanor: Demonstrating patience, composure, and client service attitude.
  • Comprehend and empathize with client needs, devote time and effort to satisfy client's requests.
  • Problem Solving and Decision-Making skills, thinking analytically, using diverse research skills, applying past experiences to problem resolution, developing multiple resolutions, knowing how to and where to go to resolve problems.
  • Flexibility to handle multiple projects and daily tasks, adjust to a changing environment adept to new approaches that improve overall work efficiency and effectiveness.
  • Identify process improvements, demonstrate a "self-starter" behavior and willingness to help others.
  • Overtime may be required to support business needs.

Desired Skills:
  • Risk-based decision-making skills.
  • Strong interpersonal relationship skills and ability to work in a team-based environment.
  • Strong written communication skills and the ability to efficiently manage an email queue.


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