Client Operations Specialist
4 weeks ago
Ascendo Resources is seeking a highly organized and detail-oriented Client Associate to join our team. As a Client Associate, you will play a critical role in ensuring the smooth operation of our client accounts.
Key Responsibilities- Process new account openings, updates, and closures in accordance with firm policies and regulatory standards.
- Maintain and update client account records, ensuring accuracy and completeness.
- Handle account-related inquiries and resolve discrepancies in account information.
- Process and verify internal and external cash movements, including wires, ACH transfers, and check requests.
- Ensure all money movement transactions comply with firm policies, anti-money laundering (AML) regulations, and client instructions.
- Coordinate with banks and custodians to facilitate accurate and timely transactions.
- Manage incoming and outgoing ACATS requests, ensuring all account transfer processes are executed efficiently.
- Review and verify all wire transfer documentation for accuracy and completeness.
- Act as a point of contact for financial advisors and clients regarding account maintenance, transfers, and money movement issues.
- Provide regular updates to clients and advisors regarding the status of transactions and resolve any issues that arise.
- Ensure all operations and transactions are conducted in accordance with regulatory standards, including SEC, FINRA, and anti-money laundering (AML) policies.
- Maintain accurate records of all client account activities for internal audits and external regulatory requests.
- 2+ years of experience working within a wealth management environment working on operational tasks.
- Bachelor's degree in a related field.
- Keen attention to detail.
- Willingness to learn and grow and show commitment within the broker dealer.
-
Financial Operations Specialist
4 weeks ago
Fort Lauderdale, Florida, United States Aston Carter Full timeJob SummaryWe are seeking a highly skilled Financial Operations Specialist to join our team at Aston Carter. As a key member of our finance department, you will be responsible for managing the accounts payable process, ensuring timely and accurate payment of invoices, and maintaining a high level of customer satisfaction.Key ResponsibilitiesElectronic...
-
Access Control Security Specialist
4 weeks ago
Fort Lauderdale, Florida, United States Strategic HR Client Job Openings Full timeJob Opportunity: Access Control Security SpecialistWe are seeking an experienced Access Control Security Specialist to join our team at Strategic HR Client Job Openings. As a key member of our team, you will be responsible for installing and troubleshooting access control, CCTV, and security systems that protect against various threats.Key...
-
Financial Operations Specialist
4 weeks ago
Fort Lauderdale, Florida, United States One Stop Pool Pros Inc Full timeJob SummaryWe are seeking a highly skilled Accounting Specialist to join our finance department at One Stop Pool Pros Inc. This role is critical to maintaining the efficient management of our organization's operations.The successful candidate will be responsible for overseeing the entire accounts receivable process, including invoicing, collecting payments,...
-
Financial Operations Specialist
3 weeks ago
Fort Lauderdale, Florida, United States NewVine Employment Group Full timeFinancial Operations SpecialistAt NewVine Employment Group, we are seeking a highly skilled Financial Operations Specialist to join our team. As a key member of our finance department, you will play a pivotal role in maintaining the financial integrity of our operations.Key Responsibilities:Assist in preparing monthly, quarterly, and annual financial...
-
International Air Operations Specialist
3 weeks ago
Fort Lauderdale, Florida, United States Radiant Global Logistics Full timeJob Title: International Air Operations SpecialistJob Summary: We are seeking a highly motivated and experienced International Air Operations Specialist to join our team at Radiant Global Logistics. As an International Air Operations Specialist, you will be responsible for coordinating and executing international air freight operations, ensuring timely and...
-
Culinary Operations Specialist
3 weeks ago
Fort Lauderdale, Florida, United States The Dalmar Full timeCulinary Operations SpecialistThe Dalmar & Element Hotel, a part of the Wurzak Hotel Group, is seeking skilled team members to support its culinary operations.As a Culinary Operations Specialist, you will be responsible for preparing and directing the preparation of food served using established production procedures.Key Responsibilities:Determine the amount...
-
Registered Nurse-CVOR/Operating Room Specialist
3 weeks ago
Fort Lauderdale, Florida, United States Della Infotech Full timeJob Summary:As a Registered Nurse-CVOR/Operating Room Specialist at Della Infotech, you will be responsible for providing high-quality patient care in the operating room environment. Your expertise in CVOR procedures and ability to work effectively in a fast-paced team setting will be invaluable to our clients.Key Responsibilities:Assist in the preparation...
-
Mailroom Operations Specialist
3 weeks ago
Fort Lauderdale, Florida, United States Bobby Dodd Institute Inc Full timeJob SummaryThe Mailroom Operations Specialist will be responsible for managing all phases of mail production, distribution, and administrative duties within the mailroom operations. This includes sorting, researching, and ensuring that all mail is processed according to postal regulations and requirements.Key ResponsibilitiesSort incoming mail by routing...
-
Customer Operations Specialist
4 weeks ago
Fort Lauderdale, Florida, United States Soligent Full timeJob Title: Customer Operations SpecialistSoligent is a leading solar distributor in the Americas, committed to empowering homeowners and installers with innovative tools to transform the way the world produces energy. We're seeking a highly motivated Customer Operations Specialist to join our distribution team, driving positive change in the world while...
-
Warehouse Operations Specialist
3 weeks ago
Fort Lauderdale, Florida, United States Quirch Foods Full timeJob Summary:As a Warehouse Operations Specialist at Quirch Foods, you will play a critical role in ensuring the efficient and accurate receipt, storage, and shipment of products. This position requires a high level of attention to detail, excellent communication skills, and the ability to work in a fast-paced environment.Key Responsibilities: Operate...
-
Financial Operations Specialist
4 weeks ago
Fort Lauderdale, Florida, United States Atrium Staffing Full timeAbout Atrium Staffing:At Atrium Staffing, we value our employees and strive to create a collaborative work environment where your talents are valued and your achievements are celebrated.Client Overview:Our client, a growing technology organization, is seeking a detail-oriented and proactive Billing Specialist to join their Finance team.Position Overview:The...
-
Financial Operations Specialist
4 weeks ago
Fort Lauderdale, Florida, United States County of Broward Florida Full timeJob OpportunityThe County of Broward Florida is seeking a highly skilled Records, Taxes and Treasury Specialist to join our team in the Tourist Development Tax Section.Key ResponsibilitiesCollect, administer, and enforce the Tourist Development TaxProcess and manage financial transactionsEnsure compliance with relevant laws and...
-
Marketing Operations Specialist
3 weeks ago
Fort Lauderdale, Florida, United States Life Extension Foundation Buyers Club, Inc. Full timeMarketing Operations SpecialistThis role is responsible for the planning and execution of multiple direct marketing initiatives, from concept development to on-time execution. The ideal candidate will collaborate with key stakeholders and vendors, managing tasks and milestones for all projects assigned.Key Responsibilities:* Ownership and day-to-day...
-
Warehouse Operations Specialist
4 weeks ago
Fort Lauderdale, Florida, United States Dana Safety Supply Full timeDana Safety Supply is a leading provider of public safety equipment and expertise. We are seeking a highly skilled Warehouse Operations Specialist to join our team.The ideal candidate will have experience with material handling equipment and be a licensed forklift truck operator. They will be responsible for the safe and efficient operation of our warehouse,...
-
Go-Kart Sales Operations Specialist
2 days ago
Fort Lauderdale, Florida, United States Biz Karts Inc Full timeJob DescriptionWe are seeking a highly skilled Go-Kart Sales Operations Specialist to join our dynamic team at Biz Karts Inc. As a key member of our sales department, you will play a crucial role in streamlining incoming sales inquiries and managing our social media presence.Key Responsibilities:Handle customer inquiries with professionalism and...
-
Investment Operations Specialist
3 weeks ago
Fort Lauderdale, Florida, United States Regions Bank Full timeJob Description:At Regions Bank, we are seeking a highly skilled Investment Operations Specialist to join our team. This role will provide operational support to our Investment Services division, ensuring the smooth execution of daily tasks and activities.Key Responsibilities:Collect, log, and ensure filing accuracy of Financial Advisor account transaction...
-
Plant Operator I
3 weeks ago
Fort Lauderdale, Florida, United States Town of Davie Full timeJoin Our Team as a Water Treatment SpecialistWe are seeking a highly skilled Water Treatment Specialist to join our team at the Town of Davie. As a key member of our Water and Sewer Services department, you will play a vital role in ensuring the safe and efficient operation of our water treatment plants.About the RoleThe successful candidate will be...
-
Warehouse Operations Specialist
4 weeks ago
Fort Lauderdale, Florida, United States 5TH HQ LLC Full timeJob DescriptionAt 5TH HQ LLC, we are seeking a highly skilled and detail-oriented Warehouse Operations Specialist to join our team.Key Responsibilities:Efficiently operate warehouse equipment with a focus on safety and productivity.Navigate and execute tasks within the WMS and 4D system using handheld scanners or On-board Computer.Recognize and address...
-
Traffic Design Specialist
2 hours ago
Fort Lauderdale, Florida, United States Red Leaf Recruitment Full timeWe are seeking a highly skilled Traffic Design Specialist to join our team at Red Leaf Recruitment. Based in Fort Lauderdale or West Palm Beach, this is a fantastic opportunity for an experienced Traffic Engineer with signalization design and permitting expertise to take their career to the next level.About the RoleAs a Traffic Design Specialist, you will be...
-
Warehouse Operations Specialist
4 weeks ago
Fort Lauderdale, Florida, United States Randstad Full timeJob Summary:We are seeking a highly motivated and detail-oriented Warehouse Operations Specialist to join our team. As a key member of our warehouse team, you will be responsible for receiving and processing incoming stock and materials, picking and filling orders from stock, and managing, organizing, and retrieving stock.Key Responsibilities:Counting...