Operations Associate

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Job description

Duration: 12 + Months contract

Job Description:

This role will be remote to start with the expectation to work onsite in the near future.

Top three skill set: Ability to work quickly and efficiently in a fast-paced environment Ability to manage numerous tasks simultaneously Excellent verbal, written, and interpersonal communication skills

This role is for an experienced Global Stock Plan Services Operations Associate who handles high volume, complex, and sensitive transactions.

Responsibilities:

This role will include processing share transfer requests, clearing outstanding debits, resolution of escalated issues, reissues, processing and investigating payments, check and Fed wire disbursements, check stop payments, etc. Associates are required to meet production and quality standards, cross train in multiple functions, adhere to compliance and control guidelines, and interact with internal and external clients, as well as peers in phones and operations.

Experience:

Exceptional Quality Subject Matter Expertise in a core line of business

Excellent and efficient communication (written, oral, listening) Strong interpersonal and service skills

Desire to go above and beyond on every request Highly motivated professional with problem solving ability and personal accountability

Ability to learn quickly and apply knowledge in an ever-changing environment

Skills:

Working knowledge of Wealth Management products and services

Ability to work quickly and efficiently in a fast-paced environment

Ability to manage numerous tasks simultaneously

Ability to work effectively across diverse Lines of Businesses

Excellent verbal, written, and interpersonal communication skills

Education:

Associate's or Bachelor's Degree preferred

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