Specialist, Client Operations 1
About The Position
We're seeking a future team member for the role Specialist, Client Operations 1 to join our Managed Account Solutions team. This role is located in Berwyn, Pennsylvania (office based, 4 days). In this role, you'll make an impact in the following ways: Establish new accounts and process account maintenance items according to service level agreements. Manage multiple workflow queues throughout the day to ensure accounts are traded within client/sponsor guidelines. Conduct quality control checks of new accounts and account maintenance transactions to ensure accuracy prior to trading. Communicate frequently with custodians, banks, and brokers to expedite and resolve issues.
Requirements
- Bachelor's degree in business, finance, or a related field required
- 0 – 3 years of experience in a related capacity
- Strong analytical, research, and problem-solving skills with exceptional attention to detail
- Exceptional organizational skills with the ability to prioritize and manage multiple tasks in a deadline-oriented environment; self-starter
- Strong verbal and written communication skills to interact with internal and external parties; proficiency with Microsoft Office and ability to quickly learn proprietary systems
Responsibilities
- Establish new accounts and process account maintenance items according to service level agreements
- Manage multiple workflow queues throughout the day to ensure accounts are traded within client/sponsor guidelines
- Conduct quality control checks of new accounts and account maintenance transactions to ensure accuracy prior to trading
- Communicate frequently with custodians, banks, and brokers to expedite and resolve issues
Benefits
- Highly competitive compensation
- Benefits and wellbeing programs
- Access to flexible global resources and tools
- Generous paid leaves
- Paid volunteer time
- 401(k) plan
- Company-sponsored medical, dental, vision, and basic life insurance plans
- Various paid time off benefits, such as vacation and sick time
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
