Job #: 2634

Title: Operations Specialist


  • New York City, NY
  • Job Type:

  • Contract
  • Contract Pay Rate:
  • $25-50
    • Anywhere
    • Posted 8 months ago

    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

    • 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

    Technical Expertise: Work closely with internal and external business partners to ensure adherence to SLA’s and regulatory standards.
    Leadership: Proactively reviews and processes new managed ​​account applications and service requests.
    Problem Solving: Ability to troubleshoot and resolve operational challenges (cashiering issues, system problems, etc).
    Decision Making/ Nature of Impact: Constantly seeks opportunities to improve existing processes in an effort to build a scalable and impactful service model.
    Communication Requirements: Ability to explain complex operational situations to advisors, clients, and internal business partners​​


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