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Account Operations - Full-time / Part-time
| Hours | Full-time, Part-time |
|---|---|
| Location | Phoenix, AZ Phoenix, Arizona |
About this job
Position Summary
A successful New Business Case Manager will bring a continuous improvement mindset to a growing asset management operation.
Responsibilities:
��������������������������� Process new business in a key team role supporting company's Referrer and Advisory distribution channel serving independent investment advisers��and their clients
��������������������������� Take individual ownership for delivery on cycle-time, accuracy, and compliance standards on all new business applications as part of a high-performance team of accountable, self-directed professionals
��������������������������� Process new applications and accounts that are in good order (IGO) within cycle-time and accuracy standards
��������������������������� Must satisfy advisers��with timely, complete, knowledgeable and responsive communications regarding work that is not in good order (NIGO) assisting the advisers��in resolving open issues
��������������������������� Handle new accounts from Initial Work Review to account set-up and funding
��������������������������� Must demonstrate proficiency quickly in all aspects of new business processing, new business requirements, and responsive advisor communications
��������������������������� Need to be able to flex to perform various operational tasks as needed
��������������������������� Must communicate effectively with functional peers and leaders in related functional areas, such as Quality, Investor Services, Transfers and Global Support processes in order to create an excellent customer service experience consistent with company������������������values
$18-$22������
Experience in brokerage, financial, banking is preferred.
Great attitude, personality, energetic, driven, accountable is required!������������������
Long term contract with a chance to get hired on permanently at the company������������������
Trade Operations Specialist Responsibilities include:
��������� Reconciliation of all accounts in the Fiserv APL trading system versus separate custodial systems.
��������� Review daily audit reports and address outages.
��������� Provide administrative assistance for accounts traded by outside managers.
��������� Participate in root cause and improvement when errors are identified.
��������� Process trade corrections on identified errors.
��������� Continually assess current operating procedures to find process improvement opportunities and take part in ongoing efficiency projects.
��������� Proactively communicate with internal groups on issues and resolution.
��������� Assist in quarterly review of client statements.
��������� Continually develop a more comprehensive understanding of Financial Company
������������������
About Aerotek:
Our people are everything. As a Best of Staffing® Client and Talent leader, Aerotek® Inc. has distinguished itself as a leader in recruiting and staffing services, by having a deep understanding of the intersection of talent and business. As a strategic partner to more than 17,000 clients and 300,000 contract employees every year, Aerotek's people-focused approach yields competitive advantages for its clients and rewarding careers for its contract employees. Headquartered in Hanover, Md., Aerotek operates a network of over 230 non-franchised offices with more than 6,000 internal employees dedicated to serving our customers. Aerotek is an operating company of Allegis Group, a global talent solutions provider. To learn more, visit .
Aerotek is acting as an Employment Agency in relation to this vacancy.
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