Operations Services Associate

2 weeks ago


Dallas, Texas, United States M Financial Group Full time
About M Financial Group

M Financial Group is a community of leaders comprising the best and brightest minds in the financial industry. By combining individuals' expertise and skill, M Financial Group has become a powerful force committed to advancing the interests of our industry, communities, and clients for over 40 years.

Job Summary

We are seeking a highly skilled Operations Services Associate to join our team. This role is responsible for processing basic brokerage and investment advisory account servicing requests, assisting Member Firms with client account related needs, and providing excellent customer service to Member Firms and their clients.

Key Responsibilities
  • Support Member Firms' account servicing requests, including opening new accounts, initiating asset transfers, and updating account information.
  • Process physical mail for incoming and outgoing mailing campaigns.
  • Answer calls from member firms, research answers to less common questions, and logically think through challenging issues to come up with reasonable solutions.
  • Provide timely responses to emails from member firms, exercising the same level of judgment and problem-solving as call support.
  • Assist with creating and updating operational procedures.
  • Assist with other departmental projects and duties as assigned.
Requirements
  • Minimum 2 years of experience in brokerage, business operations, and/or customer service.
  • High level of customer service skills, supporting business partners and the ultra-affluent clientele.
  • Excellent attention to detail and an elevated level of reliability and accuracy.
  • Strong problem-solving skills.
  • Ability to communicate and work efficiently in high-pressure situations.
  • Ability to maintain confidential, sensitive information.
  • Ability to quickly learn new systems, processes, and workflows.
  • Ability to work effectively both independently and as a member of a team.
Compensation and Benefits

Salary will be commensurate with relevant experience, knowledge, and skills. You will also be eligible for an annual incentive plan bonus. M Financial offers a comprehensive benefits package, including medical, vision, dental, short-term and long-term disability insurance, life insurance, modern health, empathy, employee assistance program, life insurance, FSA, HSA, long-term care insurance, and 401(k) match.

Job Conditions and Environment
  • This position is based on-site at our offices in Uptown at the Quad in Dallas, TX with the flexibility to work one day remotely.
  • Normal office environment/desk assignment.
  • Extensive use of PC's, computer terminal, display, keyboard, and mouse.
  • Extensive hands-on work with documents, spreadsheets, and other written documents.
  • Rare or infrequent travel


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