Job Openings

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.

Type: Temp/Contract

Location: Jersey City, New Jersey