Partner Custodian Operations Specialist

Dormont Manufacturing Co; Chicago (IL); Hybrid; USD 55,000 - 60,000; Full time

Benefits offered by this job

401K – 6% Employer Match

Medical, Dental, Vision

Flexible Time Off

Hybrid Work Schedule

Career Development

Job summary

Dormont Manufacturing Co is looking for an Account Operations Specialist to manage client requests effectively while ensuring accuracy and timely processing. You will work closely within a hybrid team environment, adapting to client needs and providing exceptional service to build loyalty.

The ideal candidate has a Bachelor's degree or equivalent experience in a financial setting, along with strong communication and analytical skills. This role offers opportunities for growth and professional development.

Qualifications

• Bachelor’s degree or relevant experience in Financial Industry.
• Strong attention to detail and ability to see the bigger picture.
• Demonstrated proficiency in operational processing.
• Excellent verbal and written communication skills.

Responsibilities

• Handle client requests accurately and timely.
• Communicate effectively with Advisors about requests.
• Adapt to business needs and team dynamics.
• Assess and minimize organizational risk.

Skills

Attention to detail

Customer focus

Communication skills

Analytical skills

Results oriented

Education

Bachelor’s degree in Finance or relevant field

Job description

Dormont Manufacturing Co is looking for an Account Operations Specialist to manage client requests effectively while ensuring accuracy and timely processing. You will work closely within a hybrid team environment, adapting to client needs and providing exceptional service to build loyalty.

The ideal candidate has a Bachelor's degree or equivalent experience in a financial setting, along with strong communication and analytical skills. This role offers opportunities for growth and professional development.