Brokerage Ops Analyst: Risk & Client Service

Lenmar Consulting Inc; Baltimore (MD); Hybrid; USD 65,000 - 90,000; Full time

Job summary

Lenmar Consulting Inc in Baltimore is seeking a detail-oriented professional to support Corporate Actions processing and client service in a Wealth Management context. The role blends on-site collaboration with remote work flexibility in a mainly hybrid environment.

You will handle risk analysis, process documentation, and timely announcements, while communicating complex issues clearly to stakeholders. Bachelor’s degree is required and strong client service skills are essential.

Qualifications

• Bachelor's degree required.
• Strong written and oral communication experience.
• Client service skills across telephony and video systems.
• Ability to identify basic problems and propose solutions.
• Understanding of risk and process documentation.

Responsibilities

• Risk analysis and mitigation.
• Assisting in process improvement initiatives.
• Process documentation.
• Compilation and distribution of management and regulatory reports.
• Serve as SME for Corporate Actions on Equity and Fixed Income for Wealth Management.
• Provide incoming calls and case management support.
• Ensure timeliness and quality of Corporate Actions announcements and events.
• Explain complex issues clearly to stakeholders.

Skills

Communication skills

Client service

Critical thinking

Data integrity

Problem solving

Teamwork

Process documentation

Financial principles

Stakeholder communication

Education

Bachelor's degree

Tools

Video conferencing

Telephone systems

Firm technology

Job description

Lenmar Consulting Inc in Baltimore is seeking a detail-oriented professional to support Corporate Actions processing and client service in a Wealth Management context. The role blends on-site collaboration with remote work flexibility in a mainly hybrid environment.

You will handle risk analysis, process documentation, and timely announcements, while communicating complex issues clearly to stakeholders. Bachelor’s degree is required and strong client service skills are essential.