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


  • 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.


  • 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


  • 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


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