Operations Support Specialist

3 days ago


San Diego, California, United States Atria Wealth Solutions Full time
Operations Support Specialist

Atria Wealth Solutions is seeking a highly skilled Operations Support Specialist to join our team. As an Operations Support Specialist, you will play a critical role in providing exceptional customer service to our financial professionals and clients.

Key Responsibilities:
  • Answer questions and resolve problems related to financial products and services
  • Interpret policies, standards, and procedures to field force
  • Initiate outreach campaigns to financial professionals to gather feedback and improve service
  • Process items such as check requests, ACH requests, and IRA distributions
  • Investigate reports of deficient procedures/policies
  • Build knowledge of service products and services
Requirements:
  • High School Diploma required
  • 2+ years of call center, banking service center, or help desk experience
  • Attention to detail and strong interpersonal skills
  • Ability to prioritize multiple projects and meet deadlines
What We Offer:
  • Competitive salary range of $40,000 to $50,000
  • Full benefits package including medical, dental, and vision insurance
  • Retirement savings 401(k) plan with matching
  • Paid time off and holidays
  • Critical illness insurance and veterinary pet insurance
  • Employee assistance program and life insurance
  • Short and long-term disability insurance and legal plan

Atria Wealth Solutions is an equal opportunity employer committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic.



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