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Generalist operations trainee in a metro with recognizable brand and broad requirements increases applicant competition.
Skills are transferable across industries but brokerage experience is preferred.
Moderate filters: desired 1–2 years and basic finance/process skills, but training provided.
Handle and process service request cases accurately within system-assigned deadlines and established procedures.
Communicate and coordinate with advisors and US-based business partners to resolve account service issues and ensure completeness of service requests.
Deliver excellent client service by responding efficiently to advisor and client inquiries in a timely and client-focused manner.
Proficiency with MS Office applications (Word, PowerPoint, Excel).
Strong communication, interpersonal, organizational, and time-management skills.
Desired work experience: 1-2 years in brokerage or financial services preferred; however, work experience required is not explicitly mentioned as mandatory.
Role requires working in-office at least 3 days per week with flexibility for 2 days remote; full-time position with specified working hours (8:00 PM to 4:30 AM).
Candidate with background or interest in financial services or brokerage industry to leverage domain knowledge.
Detail-oriented and process-compliant individual capable of managing multiple service requests with accuracy and timeliness.
Effective communicator comfortable coordinating with international teams and handling client-facing issues in a structured, procedural environment.