Senior Representative, Alternative Investments

National Financial Services Corp • Jersey City, NJ

79d • $40,000 - $76,000 • Onsite

About The Position

The Alternative Investments Brokerage Operations role is responsible for processing trades accurately on behalf of our clients and in a timely manner to mitigate risk and exposure to the organization. These activities are performed daily and require adherence to policies, procedures, and regulatory guidelines. We have multiple openings in Jersey City and Westlake. These are the options for team placement. There will be an application question around your preference for focus area within Alternative Investments.

Requirements

• College degree preferred.
• 2+ years of brokerage operations experience preferred.
• Prior experience with alternative investments and transfers process experience is preferred.
• Detail oriented, ability to work effectively with minimal supervision.
• Team player with capability to help maintain a positive work environment.
• Strong analytical and decision-making skills.
• Ability to prioritize and work effectively in a fast-paced environment with multiple deadlines and processes.
• Ability to handle and resolve complex problems.
• Strong verbal and written interaction skills including ability to explain complex processes.
• Effective time management skills and ability to prioritize and multi-task.
• Strong PC skills - Word, Excel and Access.

Responsibilities

• Support all subscription, capital call, and redemption activities involving Alternative Investment (AI) positions moving into or out of NFS custody.
• Identify and escalate potential risks to the organization.
• Manage outbound client communications.
• Ensure that all decision-related transactions comply with internal policies and regulatory standards.
• Educate clients on Alternative Investment policies and procedures, documentation requirements, and how to navigate the online system effectively.
• Handle approximately 30-60 inbound calls daily from clients, dealing with a range of issues.
• Monitor customer adherence to internal guidelines.
• Build and maintain strong relationships while providing superior customer service.
• Analyze and research pending transactions such as trades, ACAT and Non-ACAT Receives, Internal Transfers, and Conversions with issuers for settlement.
• Handle research requests regarding pending transactions and resolve complex issues in a timely manner.
• Outreach and education to sponsors who are delinquent in their required reporting.

Benefits

• Comprehensive health care coverage and emotional well-being support.
• Market-leading retirement.
• Generous paid time off and parental leave.
• Charitable giving employee match program.
• Educational assistance including student loan repayment, tuition reimbursement, and learning resources.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: Bachelor's degree