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Operations Associate III
2 months ago
Job Summary
We are seeking a highly skilled and detail-oriented individual to join our Alternative Investments team as an Operations Associate III. In this role, you will be responsible for providing processing and customer service support for manual, exception-based, and highly specialized processes.
Key Responsibilities
- Receive and process front-end transaction requests from our firms and Financial Advisors on Client Directed Alternative Investment Products
- Act as a primary point of contact for the field for questions, status update requests, and escalations
- Review and identification of incoming communications from third parties with ability to discern appropriate actions and follow-up communication
- Reduce risk or increase efficiencies by suggesting process changes and system modifications to streamline or simplify processes
- Work with team and manager on initiatives and opportunities to provide excellent customer service
Requirements
- Effective problem identification, analytical, and resolution skills along with computer skills in Microsoft-based software products
- Ability to communicate effectively both verbally and in writing, excellent customer service skills, organizational skills, and superb attention to detail
- Ability to think and reason critically, high attention to detail, autonomous in handling the given assignment and has high level of accountability
What We Offer
- A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
- Leaders who support your development through coaching and managing opportunities
- Ability to make a difference and lasting impact
- Work in a dynamic, collaborative, progressive, and high-performing team
- Flexible work/life balance options with a hybrid work arrangement
- Opportunities to do challenging work
- Opportunities to take on progressively greater accountabilities
- Access to a variety of job opportunities across business
Job Skills
- Communication
- Computer Literacy
- Critical Thinking
- Customer Service
- Detail-Oriented
- Group Problem Solving