Account Operations Specialist

Account Operations Specialist

This role helps support the operational setup and maintenance of client accounts within the firm's internal systems. This position will process account opening requests, generate required documentation, and coordinate team-specific tasks as requested by the business. This position will ensure high quality service delivery through accurate data entry, adherence to compliance policies, and effective cross-team collaboration.

Review and process account opening requests, building out accounts in internal systems and generating documents to send to clients

Coordinate and process team specific tasks as requested by the business

Work across multiple systems and platforms

Interface with teams and businesses to resolve on-going issues and answer specific policy questions

Provide support and work on special projects as requested

Apply business judgment to identify unusual or suspicious activities and escalate issues as appropriate

Understand and adhere to all policies and procedures including, but not limited to, quality, client service, information security, and compliance

Accurately log and document workflows and issue resolutions

Working knowledge of Microsoft products including Word, Windows, PowerPoint, and Outlook

Proven analytical skills and problem-solving ability

Superior written and verbal communication skills

Sound judgment and outstanding attention to detail

Ability to work collaboratively with all levels of the organization

Flexible and able to work well under pressure in a team environment

Self-motivated with excellent time management and organizational skills

Ability to multi-task and prioritize effectively

Advanced knowledge of Excel

Bachelor's Degree, preferably with a concentration in Finance or Business

Previous experience in a financial services or operations environment

Experience working in a team-oriented, collaborative environment

Proven ability to apply business judgment to identify unusual or suspicious activities

Strong customer service orientation

Highly self-motivated and directed