Sr Field Services & Operations Associate

Employer Industry: Financial Services

• Salary up to $72,000 annually
• Opportunity for an annual bonus of 7.5% based on company and individual performance
• Comprehensive benefits package including medical, dental, and vision insurance
• Paid Time Off starting at 160 hours annually, plus ten paid holidays per year
• Career training and development opportunities available
• Supportive and inclusive work environment with a commitment to diversity

• Support business processing on the Fidelity National Financial Services (NFS) Wealthscape platform
• Provide guidance and training to financial professionals on platforms, processes, and compliance
• Respond to requests for trading, account maintenance, and cashiering functions as part of the Call Center
• Produce reports from Wealthscape and Avaya to oversee service and processing metrics
• Identify and develop operational service improvements and impact metrics

• Bachelor’s degree in finance or business, or equivalent work experience
• Five years of securities/financial services experience in call center and operations roles
• Detailed knowledge and expert processing proficiency on the NFS Wealthscape platform
• Thorough knowledge of securities products and relevant regulations (FINRA, SEC, DOL)
• Excellent written and oral communication skills with attention to detail

• Experience working with eMoney, Docupace, Envestnet, and Salesforce platforms

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