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.

Responsibilities:

• Processing existing account requests, which include investment change of service requests, model changes, account maintenance items, cost basis, contributions, redemption's 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. 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.