Account Operations Specialist

Account Operations Specialist

Account Operations Specialist Position Summary:
The Account Operations team is responsible for maintaining existing accounts for both managed money and various custodian partners. The Operations Specialist position requires cross-functional training and ability to effectively process various operational tasks. This position requires thorough knowledge of the brokerage and retirement plan industry with an in-depth understanding of organizational policies & procedures.

Account Operations Specialist Responsibilities:
Processing existing account requests, which include investment change of service requests, model changes, account maintenance items, cost basis, contributions, redemptions and termination requests supporting GFAM's Investment Professional Group (IPG) and Private Client Group (PCG) distribution channel serving independent investment advisors and their clients
Satisfying advisors with timely, complete, knowledgeable and responsive communications regarding requests that are not in good order (NIGO)
Using outstanding customer focus with strong phone skills to assist Financial Advisors in resolving open issues via telephone
Working as a team player and continuously meet or exceed service standards
Working as a self-directed problem solver with focus on execution, accountability and ownership
Assisting other areas and training cross-functionally in various operational tasks
Researching complex issues with internal partners and responding to customer, client, and/or internal client requests via telephone and/or email
Assessing risk and minimizing the organization exposure or liability regarding client issues
Communicating effectively with functional peers and leaders in related functional areas in order to create an excellent customer service experience consistent with company values

About Aerotek:

Our people are everything. Since 1983, Aerotek has become a leader in recruiting and staffing services by building quality relationships that allow us to place quality people in quality jobs. With over 230 non-franchised offices, Aerotek serves 17,000 clients and 300,000 contract employees every year. To learn more, visit .

Aerotek is acting as an Employment Agency in relation to this vacancy.