Operations Specialist

A financial services company in Greenville is seeking a professional candidate to join their team as a Operations Specialist
. The ideal candidate will be eager to learn and have excellent customer service and communication skills.

• Prepare, process and complete all client forms and applications to support ongoing account maintenance, including, but not limited to: opening, closing and retitling accounts, transferring assets, updating account preferences and details, money movements (deposits, withdrawals, Moneylinks, wires, checks and journals) , gifts of stock, QCDs, contributions and grants to and from retirement accounts, DAFs, etc., processing of required minimum distributions
• Collaborate with advisors for proper client on-boarding and account set-up.
• Monitor account activity for updates on asset flows, account modifications and other account alerts.
• Assist with client tax packages
• Prepare quarterly reporting process, including distributing reports to client by mail and email.
• Cost basis research
• Manage workflow assignments and respond to client inquiries
• Input and maintain CRM system with relevant client information, keeping advisors aware of account and client updates.

• Degree in economics or Finance OR 1
  -3 years of experience in financial services or banking