Fixed Income Operations Coordinator
3 days ago
- Documentation and Compliance: Properly document all aspects of the new account opening process, including pre-filling new account custodial paperwork and investment management agreements, confirming accurate completion of client documents, and reviewing account setup for accuracy.
- Client Interaction: Take initiative in finding innovative solutions to resolve account matters and sensitive client interactions.
- Team Collaboration: Orchestrate team development, documentation, and maintenance of firm processes and procedures.
- A Bachelor's degree from an accredited 4-year institution.
- At least 2 years of experience in the Client Service arena, preferably within financial services.
- A high degree of accuracy, detail orientation, and strong problem-solving skills.
The estimated salary for this role is between $75,000.00 - $80,000.00 per year, based on industry standards and location considerations.
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Fixed Income Solutions Expert
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Senior Fixed Income Client Support Specialist
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Financial Services Coordinator
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