Operations Specialist-Asset Movement

We are in search of an experienced operations specialist to assist with services supported by NFS and other providers or industry participants, partnering with practices to meet client needs, and managing exceptions to ensure &Partners client interests are protected. Looking for someone who is client service focused, detail oriented, and able to work independently.

About the Role

This role will support broad operational activities such as asset movement, document processing, account maintenance, account transfers, advisory, estate, annuities, margin, lending and alternative investments. Seeking candidates with a desire to learn a broad range of operations functions & work hard to provide a superior client service experience.

Responsibilities

• Assist with services supported by NFS and other providers or industry participants
• Partner with practices to meet client needs
• Manage exceptions to ensure &Partners client interests are protected
• Support operational activities such as asset movement, document processing, account maintenance, account transfers, advisory, estate, annuities, margin, lending and alternative investments

Qualifications

• Strong written and verbal communication skills
• Microsoft Office skills
• Attention to detail

Required Skills

• Client service focused
• Detail oriented
• Able to work independently

Preferred Skills

• Previous back-office operations processing experience, particularly in Asset Movement and Mutual Fund Operations

Equal Opportunity Statement

We are committed to diversity and inclusivity.