GWIM Sr Operations Rep

e diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.

Job Description:
This job is responsible for standard transaction processing, reconciliation, and resolution of research requests supporting the wealth management business. Key responsibilities include providing quality service and effective and efficient operations support for internal business partners and/or external clients. Job expectations include operating with some independence and referring more complex issues and escalations to the team lead or manager.

Responsibilities:

• Performs standard transaction processing and reconciliation according to the established guidelines and procedures

• Responds to client inquiries through numerous channels to support operational efficiency and quality client service

• Performs basic research, follow-ups, and resolution of routine research requests

• Identifies potential issues in daily operational tasks and escalates risk concerns, as appropriate

• Provides general operational support including handling inbound calls, mail sorting, and mail distribution

Skills:

• Business Operations Management

• Customer Service Management

• Prioritization

• Reporting

• Trade Operations Management

• Data Collection and Entry

• Data and Trend Analysis

• Organizational Effectiveness

• Process Management

• Quality Assurance

• Customer and Client Focus

• Oral Communications

• Research Analysis

• Written Communications

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift:
1st shift (United States of America)

Hours Per Week:
37.5

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