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Common early-career operations role, metro location and reputable financial brand increase applicant competition.
Client-service and brokerage experience preferred, but core process and communication skills are reasonably transferable across industries.
Desired years and basic domain skills but no strict certifications, so moderate filtering on experience and skills.
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Manage and accurately process service request cases according to deadlines and established procedures.
Communicate with advisors and clients to resolve service issues and inquiries efficiently, ensuring high-quality customer experience.
Coordinate with US business partners to obtain necessary information and follow up on incomplete or missing data for service request completion.
Good communication, interpersonal, organizational, and time-management skills.
Proficiency in MS Office applications (Word, PowerPoint, Excel).
Preferred 1-2 years experience in brokerage or financial services, though experience is not strictly mandatory.
Work Experience Required: Preferred 1-2 years brokerage experience; not strictly mandatory as per JD.
Familiar with brokerage or financial services environment, ideally with prior product-specific experience.
Capable of managing multiple tasks with attention to detail and meeting deadlines.
Comfortable with coordinating and communicating across locations, including international stakeholders.