About the role
We're seeking a future team member for the role Specialist, Client Operations 1 to join our Managed Account Solutions team. This role is located in Berwyn, Pennsylvania (office based, 4 days)
In this role, you'll make an impact in the following ways:
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Establish new accounts and process account maintenance items according to service level agreements
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Manage multiple workflow queues throughout the day to ensure accounts are traded within client/sponsor guidelines
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Conduct quality control checks of new accounts and account maintenance transactions to ensure accuracy prior to trading
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Communicate frequently with custodians, banks, and brokers to expedite and resolve issues
To be successful in this role, we're seeking the following:
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Bachelor's degree in business, finance, or a related field required
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0 – 3 years of experience in a related capacity
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Strong analytical, research, and problem-solving skills with exceptional attention to detail
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Exceptional organizational skills with the ability to prioritize and manage multiple tasks in a deadline-oriented environment; self-starter
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Strong verbal and written communication skills to interact with internal and external parties; proficiency with Microsoft Office and ability to quickly learn proprietary systems
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