Jr. Financial Operations Consultant – USC GCH NYC Hybrid Commute
Jr. Financial Operations Consultant, 12m+ Consulting, Remote, 0-2 years exp., Knowledge in Financial Product types & Managed Accounts Industry, MS Office, Strong Customer service skills, Handling Calls etc.,
Location:New York, New York
Jr. Financial Operations Consultant, 12m+ Consulting, Remote to start, hybrid eventually onsite 3/2 wk, 0-2 years exp., Knowledge or interest in Financial Product types & Managed Accounts Industry, MS Office, Strong Customer service skills, Handling Calls etc.,
**** Starts off remote but must be onsite eventually three of two days per week *******
Why work with me?
Experienced staffing professional, knows client corporate culture/hiring manager, resume and interview preparation, most ethical person in the business, but only works with like-minded people . . .
Full contact information on LI Profile http://www.linkedin.com/in/kathleengriffiths/ reach out anytime
Major Responsibilities: • Review and process managed account applications and service requests • Proactively respond to inquiries from Eagle Strategies Advisors • Assist the Internal Consultant and Portfolio Specialist Teams with new cases by providing operational expertise • Work with Eagle Strategies business partners to ensure that technology workflows are operating correctly and efficiently • Identify and resolve operational and compliance issues that may arise during daily activities
Learn and maintain a strong working knowledge of multiple systems, products and services and provide overflow assistance for processing areas
Handle incoming calls on all product types (stocks, bonds, mutual funds) • Proactively identify process improvements and work manager to implement the solutions in an effort to build efficiencies and increase productivity
Qualifications: • Bachelor Degree • 0-2 years of relevant experience • Knowledge of the managed account industry • Proficiency with Microsoft Office • Strong customer service skills and comfort with inbound/outbound calls • Schedule flexibility and strong work ethic. • Series 6 or 7 is a plus