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Sr. Operations Processing Specialist

Advisor Group locationAtlanta, GA
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43 positions
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Web Mktg Technology Specialist

Advisor Group locationAtlanta, GA
43 positions
info linkReport a probelm Originally Posted : July 21, 2021 | Expires : August 20, 2021

Details

Salary
Unspecified
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Job Location
Atlanta, GA, United States

Description

  • Provide a high level of service and support to independent financial advisors nationwide
  • Review, process and follow up on a variety of complex brokerage and non-brokerage account requests
  • Act as subject matter expert for several different responsibilities within brokerage Operations
  • Act as back-up to co-workers and senior processors through cross-training on all department functions
  • Interact with clearing firm on routine brokerage account processing requests; provide timely updates and statuses in contact management and workflow systems
  • Answer internal and external phone calls; make outbound phone calls to our advisors
  • Update contact management systems with professional grammar and spelling
  • Exercise judgment to know when to escalate issues to manager or supervisor
  • Ability to process work from multiple operations classifications with a high degree of accuracy
  • Act as a back-up for Operations Team Lead for escalated service requests and phone calls
  • Assist in training and mentoring of new hires
  • Work closely with Operations Supervisor and Team Lead to ensure escalations are resolved
  • Participate with projects and system testing as needed
  • Identify and recommend opportunities for improving existing procedures, training manuals and other improvements
  • Create a strong working relationship with vendor, internal stakeholders and advisors
  • Keep up to date on changes to industry and business processes

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