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Operations Specialist
2 months ago
Description:
Summary of Position:
The Managed Accounts Specialized (MAS) Associate will work in a call center environment taking approximately 30-40 inbound calls per day from Financial Advisors, their assistants, and internal Service Associates. Associates will make outbound calls to other departments as necessary regarding issues associated with Managed Accounts platforms. Associates must be able to understand multiple products and the risks, fees, and operational tasks for the products. Associates must also understand and be able to explain the operational requirements and policies that govern the products we support and ensure compliance with product guidelines, policies, and regulatory requirements.
Essential Functions:
•Provide exceptional customer service to Financial Advisors, their assistants, and internal business partners as it relates to Managed Accounts.
• Accurately process requests for multiple platforms.
• Maintain knowledge about various products (MWP, OMP, PWP, and Manager Select platforms). Be able to explain the differences between the products to advisors and internal business partners.
• Ensure compliance with regulatory requirements and adapt to regulatory changes. Associates must be able to explain regulatory requirements and changes in requirements to Financial Advisors and internal business partners.
• Guide Financial Advisors and their assistants through processes and system platforms as they relate to Managed Accounts platforms. Assist with system and operational issues as well as assisting with system enhancements and upgrades.
• Support internal business partners with Managed Accounts.
• Ensure contingency plans are in place to support system outages.
• Collaborate with internal business partners to support system enhancements and testing, resolve escalations and adapt to process changes.
• Support operational partners with processing tasks and quality control (QC) processes to ensure operational tasks are completed correctly on a daily basis.
Skills:
customer service, operation, call center
Additional Skills & Qualifications:
Qualifications:
• 1 to 2 years of Customer Service experience, preferably in financial services
• Series 7 and 63/66 preferred (Opportunity to license in the future if not already licensed)
• Experience with working with MS Office, Beta, Siebel, BranchNet/ClientWorks, Move Money Tool required
• Attention to detail
• Strong analytical and communication skills
• Ability to work independently and within a group setting
• Ability to work with other departments
• Ability to handle fast paced and deadline driven environment
• Knowledge of financial markets
Experience Level:
Entry Level
About TEKsystems:
We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.
The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
