Account Operations Specialist
This role helps support the operational setup and maintenance of client accounts within the firm's internal systems. This position will process account opening requests, generate required documentation, and coordinate team-specific tasks as requested by the business. This position will ensure high quality service delivery through accurate data entry, adherence to compliance policies, and effective cross-team collaboration.
Review and process account opening requests, building out accounts in internal systems and generating documents to send to clients
Coordinate and process team specific tasks as requested by the business
Work across multiple systems and platforms
Interface with teams and businesses to resolve on-going issues and answer specific policy questions
Provide support and work on special projects as requested
Apply business judgment to identify unusual or suspicious activities and escalate issues as appropriate
Understand and adhere to all policies and procedures including, but not limited to, quality, client service, information security, and compliance
Accurately log and document workflows and issue resolutions
Working knowledge of Microsoft products including Word, Windows, PowerPoint, and Outlook
Proven analytical skills and problem-solving ability
Superior written and verbal communication skills
Sound judgment and outstanding attention to detail
Ability to work collaboratively with all levels of the organization
Flexible and able to work well under pressure in a team environment
Self-motivated with excellent time management and organizational skills
Ability to multi-task and prioritize effectively
Advanced knowledge of Excel
Bachelor's Degree, preferably with a concentration in Finance or Business
Previous experience in a financial services or operations environment
Experience working in a team-oriented, collaborative environment
Proven ability to apply business judgment to identify unusual or suspicious activities
Strong customer service orientation
Highly self-motivated and directed