Operations Support Specialist

21 hours ago

St Louis, Missouri, United States Kforce Technology Staffing Full time
Job Summary

The Operations Support Specialist plays a crucial role in the success of our team, providing exceptional support to our Financial Advisors and their teams. This is a dynamic and challenging position that requires strong analytical and problem-solving skills, as well as excellent communication and interpersonal skills.

Key Responsibilities
  • Work closely with internal and external constituents to resolve margin and money movement issues in a timely and efficient manner.
  • Become an expert in our account opening process, custody and clearing providers, advisory platform, forms management, and reporting.
  • Be proactive in a fast-paced environment, providing fast, accurate service and problem resolution.
  • Conduct thorough reviews of assigned processes to ensure compliance with policies and procedures.
Requirements
  • A collaborative team player with a positive attitude and strong attention to detail.
  • Able to organize work and prioritize tasks to manage business priorities.
  • Able to follow a defined process and work well independently and as part of a team.
  • Detail-oriented with a focus on accuracy and meeting deadlines.
  • Excellent interpersonal skills and the ability to exercise discretion with confidential matters.
  • Strong communication skills, both written and verbal, with the ability to express ideas clearly and concisely.
  • Driven to learn and grow, with a willingness to take on new challenges.
Preferred Qualifications
  • 2+ years of experience in brokerage and client services/operations.
  • General understanding of securities regulations and operations.
  • Strong demonstrated focus on providing exceptional client service, with excellent intra-personal skills and proficiencies with written, verbal, and non-verbal communication skills.
  • High proficiency in Microsoft applications, including Word, Excel, PowerPoint, and Outlook.
  • Strong independent decision-making and problem-solving skills.
Benefits

Kforce offers a comprehensive benefits package, including medical, dental, and vision insurance, HSA, FSA, 401(k), and life, disability, and ADD insurance to eligible employees. Salaried personnel receive paid time off, while hourly employees are eligible for paid sick leave.

Kforce is an Equal Opportunity/Affirmative Action Employer, committed to diversity and inclusion. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.

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