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Job Description
Structured overview of role & requirementsAbout This Role
Provide day-to-day operations support including record maintenance, account opening, and coordination with operations and client teams.
Serve as liaison among operations staff, relationship managers, project managers, custodians, and clients to resolve inquiries and escalated issues.
Support process improvements, facilitate training, manage financial entry approvals, and adhere to compliance and risk management policies.
Minimum Requirements
2-4 years of relevant experience in operations support or related field.
Proficient in Microsoft Office and working knowledge of Pega and/or G36 functionality.
High School diploma or equivalent educational qualification.
Ability to work unsupervised and occasional weekends for Pega releases and Continuity of Business testing.
Ideal Candidate Profile
Experience with dispute processes and handling complex operational problems with analytical skills.
Comfortable communicating clearly and concisely both verbally and in writing to multiple stakeholders.
Able to work independently while managing compliance and risk considerations in a regulated environment.