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Popular early-career operations role in metro office at a known financial firm increases candidate density.
Core customer service and process skills transferable, but financial services/brokerage knowledge moderately preferred.
Minimal mandatory filters; communication and basic MS Office skills suffice, experience is only preferred.
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Manage service request cases related to client and advisor accounts, ensuring accuracy and adherence to deadlines and procedures.
Communicate with advisors and internal business partners (including U.S.-based teams) to resolve issues and gather required information for case completion.
Participate in ongoing training and team collaboration activities to enhance process knowledge and identify improvement opportunities.
Good communication, interpersonal, organizational, and time-management skills.
Proficiency with computers and MS Office applications (Word, PowerPoint, Excel).
Preferred 1-2 years of experience in brokerage or financial services domain; strong academic background preferred.
Work Experience Required: Preferred experience of 1-2 years; not explicitly mandated but emphasized.
Operates effectively within process-driven, deadline-oriented operational environments.
Comfortable collaborating with international teams and handling client and advisor communications.
Has foundational domain knowledge or interest in financial services, particularly brokerage or asset management operations.