SMA Operations Associate - Accounts Support & Reconciliation

Social Capital Resources; New York (NY); On-site; USD 70,000 - 90,000; Full time

Job summary

Social Capital Resources is seeking an SMA Operations Associate for a permanent position in New York. This role involves servicing our Separately Managed Account (SMA) business and providing quality support relating to account supervision.

The ideal candidate will have a Bachelor’s Degree and at least 3 years of relevant experience, along with excellent computer skills and proficiency in Excel for data management.

Qualifications

• 3+ years of relevant experience in operations or account management.
• Ability to work with large data files and pivot tables in Excel.

Responsibilities

• Play an integral role in servicing our Separately Managed Account (SMA) business.
• Manage daily queues for new account restrictions and resolve issues with Account Managers.
• Review daily reconciliation files and communicate with back office for processing.
• Research account breaks and reconcile discrepancies.
• Respond to daily inquiries about SMA accounts.
• Monitor account freeze notifications and escalate issues as needed.

Skills

Excellent computer skills

Proficiency with Microsoft Excel

Education

Bachelor’s Degree

Job description

Social Capital Resources is seeking an SMA Operations Associate for a permanent position in New York. This role involves servicing our Separately Managed Account (SMA) business and providing quality support relating to account supervision.

The ideal candidate will have a Bachelor’s Degree and at least 3 years of relevant experience, along with excellent computer skills and proficiency in Excel for data management.