Financial Operations Support Specialist
5 days ago
LHH Recruitment Solutions seeks a Wealth Management Operations Specialist for a long-term assignment with a global banking client. The ideal candidate has experience with banking brokerage account operations and systems.
Role Overview:
The team is responsible for the onboarding and maintenance of brokerage accounts. As an Account Management Operations Representative, you will support branch offices by ensuring smooth account setup and maintenance.
Key Responsibilities:
- Review and activate brokerage account documentation and traits.
- Provide support by handling cases and responding to internal phone calls from branch offices, especially for escalated issues.
- Answer internal phone calls and manage cases in various systems.
- Ensure documentation is complete and accurate.
- Make decisions with a focus on client and branch office needs while managing risk.
Required Skills:
- Experience with brokerage account operations and systems.
- Strong decision-making abilities and risk management skills.
- Proven track record of delivering excellent service to internal and/or external clients.
- Excellent organizational and teamwork skills.
- Results-driven, ambitious, and flexible with working hours (between 8:00 AM - 6:30 PM).
- Quick learner who can work independently and demonstrates initiative.
Worksite Type: Hybrid
Pay: $21.00-22.25/hr
Benefit offerings include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits, and a 401K plan. Associates may be eligible for paid leave, including Paid Sick Leave or any other paid leave required by Federal, State, or local law, as well as Holiday pay where applicable.
LHH Recruitment Solutions is an Equal Opportunity Employer/Veterans/Disabled.
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