Job #: 1560

Title: Financial Operations


  • New York City, NY
  • Job Type:

  • Contract
  • Contract Pay Rate:
  • $25-50
    • Anywhere
    • Posted 2 years ago
    • This position has been filled

    Role Overview:
    • 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
    • Proactively identify process improvements and work with Manager to implement the solutions in an effort to build efficiencies and increase productivity

    • Bachelor’s Degree or 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​​