Job ID: 51686
Location: Greenville, South Carolina
Employment Type: Direct Hire
Last Updated: 3 days ago
A financial services company in Greenville is seeking a professional candidate to join their team as an Operations Specialist. The ideal candidate will be eager to learn and have excellent customer service and communication skills.
Responsibilities:
- Prepare, process and complete all client forms and applications to support ongoing account maintenance, including, but not limited to: opening, closing and retitling accounts, transferring assets, updating account preferences and details, money movements (deposits, withdrawals, Moneylinks, wires, checks and journals) , gifts of stock, QCDs, contributions and grants to and from retirement accounts, DAFs, etc., processing of required minimum distributions
- Collaborate with advisors for proper client on-boarding and account set-up.
- Monitor account activity for updates on asset flows, account modifications and other account alerts.
- Assist with client tax packages
- Prepare quarterly reporting process, including distributing reports to client by mail and email.
- Cost basis research
- Manage workflow assignments and respond to client inquiries
- Input and maintain CRM system with relevant client information, keeping advisors aware of account and client updates.
Qualifications:
- Degree in economics or Finance OR 1 -3 years of experience in financial services or banking
- Excellent commuication skills
- Professional demeanor
- Willingness to obtain CRPC
Compensation and Benefits:
- $45,000 – $55,000/yr
- PTO
- Medical Stipend
- Bonuses
- 401(k)
