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Operations Service Specialist
Ref No.: 19-11050
Location: New York, New York
Job Description: Your Role:
Are you a team player with excellent communication skills to;
-Provide support to client account Onboarding, Off boarding, and other client directed requests
-Ensure customer accounts/requests are acted upon accurately and in a timely manner
-Review and process incoming documents for clients
-Provide document management and support to team
-Ensure that the document records correspond with data in the system

Act as liaison between portfolio management teams, sales/distribution, product, legal/compliance, financial advisor/CSA

Your Team:
Your team provides middle office operational support for all separately managed account activity, in a rapidly growing environment covering;
-Equity (domestic and global)
-Fixed Income securities, especially municipal bonds
-Interface with US sales territory professionals

Your experience:
• Excellent verbal and written communication skills required in order to accurately communicate to internal business partners as well as financial advisory/CSA
Organizational skills, Detailed orientation and multi-tasking skills are required
• Ability to work with minimal supervision
• Team player

Your Role:
Are you a team player with excellent communication skills to;
-Provide support to client account Onboarding, Off boarding, and other client directed requests
-Ensure customer accounts/requests are acted upon accurately and in a timely manner
-Review and process incoming documents for clients
-Provide document management and support to team
-Ensure that the document records correspond with data in the system
Act as liaison between portfolio management teams, sales/distribution, product, legal/compliance, financial advisor/CSA
Your Team:
Your team provides middle office operational support for all separately managed account activity, in a rapidly growing environment covering;
-Equity (domestic and global)
-Fixed Income securities, especially municipal bonds
-Interface with US sales territory professionals

Your experience:
• Excellent verbal and written communication skills required in order to accurately communicate to internal business partners as well as financial advisory/CSA
Organizational skills, Detailed orientation and multi-tasking skills are required
• Ability to work with minimal supervision
• Team player

Onboarding Specialist within Group Operations

Candidate must have excellent communication skills & ability to be a team player

Responsibilities:
Provide support to client account Onboarding, Off boarding, and other client directed requests
Ensure customer accounts/requests are acted upon accurately and in a timely manner
Review and process incoming documents for clients
Provide document management and support to team
Ensure that the document records correspond with data in the system

Act as liaison between portfolio management teams, sales/distribution, product, legal/compliance, financial advisor/CSA

Summary: Support the Separately Managed Account business and ensure that the business adheres to the policy and procedures set forth. This role encompasses ensuring that ***' policy and procedures are consistently applied to all clients. Requirements:
• BA/BS degree require
• Onboarding experience
• Or product experience

Skills and Competencies:

• Excellent verbal and written communication skills required in order to accurately communicate to internal business partners as well as financial advisory/CSA
Organizational skills, Detailed orientation and multi-tasking skills are required
• Ability to work with minimal supervision
• Team player

Major Job Duties and Responsibilities:
• Process all client directed requests in accordance with pre-defined policy/procedures; account on boarding, deposits, withdrawals, tax harvesting requests, portfolio changes, account conversions.
• Assure documentation is complete and adheres to guidelines
• Code various systems
• Any other duties, responsibilities and projects that may be given