Operations Specialist

Job Title: Ops Specialist

Location: New Jersey, NJ

Duration: 6-12 Months

Job Description

The Ops Specialist is responsible for ensuring that new accounts are set up properly and maintained effectively on client systems.

The Ops Specialist will develop an in-depth knowledge of client business lines, sub custodian network, and systems such as the Unified Account File (UAF), Keystone, and Fircosoft.

The Ops Specialist should assist internal clients in the account opening process and keep them updated on the status of their account openings and maintenance.

The Ops Specialist will work closely with the Client Service Group to provide our internal clients with quick and accurate account set-ups.

Responsibilities

• Set up new accounts, make changes to existing accounts and close accounts that are no longer needed.
• Code data from the new account form into various client systems.
• Perform maintenance functions on existing accounts.
• Escalate problem items.
• Monitor and identify incomplete and/or inconsistent information that may result in risk to clients. Resolve the discrepancy and execute transaction.
• Escalate problem items
• Communicate professionally and constructively to effectively resolve issues in order to minimize risk and exposure.
• Provide superior client service.
• Communicate as part of a team.
• Gain an understanding of the big picture – how specific function impacts the firm.
• Contribute to Division or Firm process improvement activities.
• Understands client systems and workflows beyond immediate team and utilizes this knowledge to suggest process improvements that will benefit the department.
• Assists team in developing and implementing process improvements which will reduce risk and/or increase productivity.
• Learn how client systems interact with one another.

Required Skills

• BA/BS degree or equivalent work experience.
• Demonstrated PC skills.
• Ability to identify, escalate and resolve a problem.
• Ability to communicate professionally through effective verbal and written skills.
• Ability to manage time efficiently and effectively.
• Organizational skills and detail-oriented.
• Ability to multi-task.
• Ability to work in a team environment.
• Ability to meet deadlines and work under pressure.

Referrals are Rewarded
Thanks & Regards,

Praveen V

Technical Recruiter

11335 , 122nd Way NE

Kirkland , WA

Tel: 201-524-9600 Ext 7903

Direct Line:425-292-6177

Fax: (201) 524 9601