Operations Specialist
Job ID: BH483459
Category: Operations, Accounting and Finance
Specialty: Accounting & Finance
Operations Specialist
6-month contract
Location: Jersey City, NJ (remote until office opens)
Hours: M-F; 8hrs/day – 40hrs/wk
Industry: Financial Services/Banking
Interview Process: Video Call or Phone Screen (1 round)
Must Haves:
- Bachelor's degree or equivalent job-related experience
- Proficient with Microsoft Office
Plus:
- Financial services experience
Job Description/Summary:
The Client Account Specialist will work closely with the Client Service Group to provide our internal clients with quick and accurate account set-ups
The Specialist will develop an in-depth knowledge of client’s business lines, sub custodian network, and systems such as the Unified Account File (UAF), Keystone, and Fircosoft.
Responsibilities:
- Responsible for ensuring that new accounts are set up properly and maintained effectively on client's systems
- Assist internal clients in the account opening process and keep them updated on the status of their account openings and maintenance
- Set up new accounts, make changes to existing accounts and close accounts that are no longer needed
- Code data from the new account form into various internal systems
- Perform maintenance functions on existing accounts
- Escalate problem items
- Monitor and identify incomplete and/or inconsistent information that may result in risk to internal teams or our clients
- Resolve the discrepancy and execute transaction
- Communicate professionally and constructively to effectively resolve issues in order to minimize risk and exposure
- Provide superior client service. and communicate as part of a team
- Gain an understanding of the big picture – how specific function impacts the firm
- Contribute to Division or Firm process improvement activities
- Understands internal systems and workflows beyond immediate team and utilizes this knowledge to suggest process improvements that will benefit the department
- Assists team in developing and implementing process improvements which will reduce risk and/or increase productivity
Skills/Qualifications:
- BA/BS degree
- Demonstrated PC skills
- Ability to identify, escalate and resolve a problem
- Ability to communicate professionally through effective verbal and written skills
- Ability to manage time efficiently and effectively
- Organizational skills and detail-oriented
- Ability to multi-task
- Ability to work in a team environment
- Ability to meet deadlines and work under pressure
#professional
The Planet Group of Companies is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
