Financial Services Operations Representative

As a Financial Services Operations Representative, you will be providing transaction-processing services with a service orientated approach for our Mutual Fund client. You will work as part of a team to provide proactive and innovative solutions witha highattention to detail and accuracy.

This role will be primarily operational in nature; however, you will also haveopportunityto interact with account holders while working to research and resolve open items. Our team members share a commitment to ongoing professional development and delivery of exceptional quality service.

What you will be doing

• Perform daily account activities to provide excellent service to our customers by processing financial service requests with efficiency and accuracy.

• After attending formal training, execute service requests, which include purchases, redemptions, account maintenance,and new account set-up.

• Meet and surpass quality and productivityobjectiveswithincurrentrole,bringing a quality mindset to all aspects of the work.

• Review transactions for quality, ensuring the accuracy of the work entered; escalating areas of concern as needed 

• Work collaboratively within a virtual environment to build andmaintainstrong relationships both internally and externally.

• On a daily basis, effectively communicate with advisors, shareholders, and the client over the phonein order toresolve complex issues or clarify incoming requests. 

• Utilize internal and external resources tomaintaina working knowledge of relevant account and industry trends.

• Reps II and III will be reviewing and ensuring accuracy of work entered, providing coaching when needed and making recommendations for procedural changes.

What You Will Bring

• Critical thinking skills with the ability to review and analyze information from multiple resources to make an educated decision; strong problem solving and resolution skills.

• Service relatedskill set withabilitytomaintaina strong attention to detail and accuracy.

• Demonstrated ability to meet deadlines, remain adaptable and flexible with change.

• Exceptional written and verbal communication skills

• Demonstrated computer skills with the ability to navigate and toggle between multiple programs and internal resources simultaneously to perform daily functions.      

• Self-motivation withdemonstratedability to work and collaborate in a virtual environment.