Financial Services Operations Specialist
3 weeks ago
Delibert Employment Solutions is seeking a dedicated and detail-oriented Financial Services Operations Specialist to join our dynamic team. This role offers the opportunity to develop a comprehensive understanding of the financial services industry.
Estimated Salary: $60,000 - $80,000 per year.
Job OverviewA prestigious financial services firm seeks a skilled professional to facilitate asset movement, account opening, and account transfer requests. The successful candidate will ensure seamless operations within the firm, adhering to industry regulations and firm policies.
Key Responsibilities- Facilitate accurate and timely asset movements, ensuring compliance with industry regulations and firm policies.
- Oversee account opening and transfer processes, maintaining meticulous attention to detail.
- Develop and maintain in-depth knowledge of relevant industry rules and regulations.
- Provide exceptional client service through clear and courteous communication, demonstrating professionalism in all interactions.
- Collaborate with internal teams to streamline operations and enhance efficiency.
- Experience:
- 1-3 years of professional or administrative experience, preferably within the financial services industry.
- Licenses:
- Series 7 and Series 66 licenses required, or the ability to obtain them within 18 months of hire.
- Education:
- Bachelor's Degree preferred.
- Skills:
- Outstanding communication, presentation, and organizational skills.
- Strong attention to detail and ability to manage multiple tasks simultaneously.
- Professional demeanor with the ability to handle client interactions tactfully and courteously.
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