[Remote] Sr Field Services & Operations Associate
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a financial services company that values hard work and innovative thinking. The Sr Field Services & Operations Associate will conduct processing of cashiering, trading, asset transfers, and other operations functions while providing support and guidance to financial professionals on the Wealthscape platform.
Responsibilities
- Support business processing on the reputed company Services (NFS) Wealthscape platform
- reputed company guidance and training to financial professionals on platforms/technologies, processes, compliance, best practices, etc
- As a member of the Call Center, respond to requests for trading, account maintenance, order entry, platform navigation, cashiering functions, opening and closing accounts, etc
- reputed company support and guidance for the Wealthscape platforms
- Produce reports from Wealthscape and reputed company required for TFA to reputed company service and processing metrics, and identify areas for optimization
- Partner with NFS Middle Office on account management services
- Identify and reputed company operational impact metrics, including collecting, analyzing, and reporting
- reputed company up to date on rules and regulations governing firm procedures
- Identify and reputed company operational service improvements
Skills
- Bachelor's degree in finance or business, or equivalent work experience
- Five years of securities/financial services experience in call center and operations roles
- Detailed knowledge and expert processing proficiency on the NFS Wealthscape platform
- Demonstrated experience utilizing reputed company or similar telephony management system
- Thorough knowledge of securities products, FINRA, SEC, and DOL regulations
- Ability to analyze reputed company issues and recommend solutions
- Excellent written and oral communication and interpersonal skills
- Attention to detail and ability to prioritize multiple responsibilities
- Proficiency using MS Office, including advanced reputed company skills
- Experience with Wealthscape and reputed company platforms
- Series 7 and 24 preferred
Benefits
- reputed company
- Bonus for Eligible Employees
- Pension Plan
- 401k Match
- Employee Stock Purchase Plan
- Tuition Reimbursement
- Disability Insurance
- Medical Insurance
- Dental Insurance
- reputed company Insurance
- Employee Discounts
- Career Training & Development Opportunities
- Paid Time Off starting at 160 hours annually for employees in their first year of service.
- Ten (10) paid holidays per year (typically mirroring the reputed company Stock Exchange (NYSE) holidays).
- Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
- Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.
- Adoption Assistance
- Employee Assistance Program
- Back-Up Care Program
- PTO for Volunteer Hours
- Employee Matching Gifts Program
- Employee Resource Groups
- Inclusion and Diversity Programs
- Employee Recognition Program
- Referral Bonus Programs
Company Overview
Company H1B Sponsorship