Operations Specialist

Job Description

Job Description

Operations Specialist
Weehawken, NJ 
12 months

About the Role
As an Operations Core Processor, you'll support account servicing, transaction processing, documentation review, case management, and exception resolution. You'll validate required information, manage cases and follow-ups, maintain accurate documentation, and apply established procedures, controls, secure communication standards, and data protection practices.

What You'll Do
• Process account-servicing requests, including transfers, ACH/wires, stop checks, updates, tax forms, estate requests, and related workflows.
• Review requests for accuracy, documentation, and procedural alignment.
• Monitor cases, exceptions, aging items, and follow-ups to support timely resolution.
• Document, categorize, route, and resolve operational inquiries using case-management and workflow tools.
• Maintain accurate records, case notes, and audit-ready documentation to support quality review, controls, and reporting.
• Apply verification, control, secure communication, and data-protection standards.
• Identify and escalate complaints, fraud concerns, transaction discrepancies, control gaps, data issues, and unusual activity.
• Collaborate with operations, service, technology, risk, and other internal partners to resolve exceptions and strengthen workflow execution.
• Spot recurring issues, process gaps, manual workarounds, reporting needs, and opportunities to improve procedures, tools, and controls.

Your Expertise
• 2-3 years of applicable work experience
• Experience in operations, financial services, account servicing, transaction processing, case management, workplace benefits, equity plans, or related support function preferred.
• Strong attention to detail, organization, documentation, prioritization, judgment, and follow-through.
• Ability to manage multiple workflows, follow established procedures, safeguard confidential information, identify risk indicators, and escalate issues appropriately.

Preferred Qualifications
• Experience with CRM, case management, workflow, reporting, or operations platforms.
• Familiarity with stock benefit plans, equity compensation, participant account servicing, financial transactions, controls, or regulated financial-services environments.
• Background supporting process improvement, quality review, audit support, exception management, or procedure documentation.