Senior Operations Professional

• Independently review and process requests and audits for Managed Account operations
• Ensure comprehensive and seamless operations for transaction requests and product types through various processing systems
• Research and resolve issues with internal and external business partners
• Ensure transaction processing follows industry rules, regulations, and internal compliance procedures
• Troubleshoot and provide seamless service
• Identify process improvements and partner with appropriate resources to implement solutions
• Use computer applications to provide operational processing information and take appropriate action
• Provide support to other organization members as necessary

• High school diploma or GED
• 1-3 years of relevant experience
• Previous operations, processing, or customer service experience
• Ability to research and resolve problems
• Ability to manage multiple priorities in a fast-paced, results-driven transaction-based environment
• Understanding of company and industry regulatory requirements
• Strong written and verbal communication skills
• Strong attention to detail and ability to meet accuracy standards in a high-volume processing situation
• Valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States
• Preferred:
  Managed Accounts or financial industry experience
• Preferred:
  Understanding of Envestnet, Thomson, BETA, COLA, APL, and various other internal systems

Demonstrates expertise in transaction processing and compliance within Managed Account operations, with a strong focus on problem-solving, attention to detail, and effective communication. Capable of managing multiple priorities in a fast-paced environment while ensuring adherence to industry regulations.

• Transaction Processing
• Problem Resolution
• Attention to Detail
• Customer Service Experience
• Regulatory Compliance

• Operations Processing
• Transaction Requests
• Process Improvement
• Research Skills
• High-Volume Processing

• Strong Communication Skills
• Ability to Manage Multiple Priorities

• Managed Accounts
• Financial Industry
• Compliance Procedures
• Internal Systems

• Envestnet
• Thomson
• BETA
• COLA
• APL