Title: Operations Specialist
Location: Parsippany, New Jersey
Compensation: 60k to 90k
Job Overview:
Currently looking representing a growing financial services firm that is looking to add an Operations Specialist to their team. This role involves supporting the Operations Manager by handling the operational details of transitions, particularly the custodial aspects, client issues, on-boarding, and managing data input for paperwork and asset transfers. The ideal candidate will have a passion for operations and a background in the financial services industry, with strong task management, progress tracking, and communication skills.
Key Responsibilities:
- Serve as a liaison for advisors and internal departments, escalating complex issues when needed.
- Track transition progress, maintaining accurate records of tasks, documentation, and communication.
- Manage daily account transfers, client data migration, and paperwork to ensure smooth execution of processes.
- Supervise the transition process for new clients, ensuring tasks are completed on time and accurately.
- Serve as a liaison for advisors and internal departments, escalating complex issues when needed.
- Work with internal teams to ensure smooth on-boarding experience.
- Monitor transition progress and maintain detailed records.
Qualifications:
- Bachelor's degree in Business, Finance, or a related field.
- 3+ years of experience in client services, operations or an administrative role within financial services
- Strong organizational and time management skills, with the ability to handle multiple tasks and deadlines.
- Excellent communication and interpersonal skills, with a service-oriented mindset.
- Experience with Fidelity, Salesforce, Schwab, and/or Orion, is a plus.
