Operations Specialist

Find Great People | FGP; Greenville (SC); On-site; USD 45,000 - 60,000; Full time

Job summary

A financial services company in Greenville is seeking an Operations Specialist to support client account maintenance and enhance onboarding processes. The ideal candidate will possess a degree in economics or Finance, or relevant experience in banking. Responsibilities include preparing client forms, monitoring account activity, assisting with tax packages, and managing CRM systems. Strong communication and customer service skills are essential. Join a dynamic team committed to excellent client service.

Qualifications

• Eager to learn and adapt to new processes.
• Required education or relevant experience in financial services.

Responsibilities

• Prepare, process and complete all client forms and applications.
• Collaborate with advisors for proper client on-boarding.
• Monitor account activity and assist with client tax packages.
• Prepare quarterly reporting for clients.
• Manage workflow assignments and respond to client inquiries.

Skills

Customer service

Communication

Education

Degree in economics or Finance

1-3 years of experience in financial services or banking

Job description

A financial services company in Greenville is seeking a professional candidate to join their team as a 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