Back to search results

GWIM Senior Operations Representative

Jacksonville, Florida

Job Description:

Job Description:

The Senior Operations Rep plays a critical role in the daily operations of the Private Bank Mutual Fund Trading Team.  The individual is responsible for acting as the liaison to Branch Offices, other internal teams, Transfer Agencies and Mutual Fund Families. The team’s primary focus is on the Private Bank Income and share class conversions for Fund Direct clients.

Required Skills:

  • Proficient PC skills and applied experience with MS Word and Excel. 
  • Exhibit strong written and verbal communication skills. 
  • Perform in a proactive and strategic manner. 
  • Must be able to give clear examples of past successes in teamwork, use of analytical skills, time and organizational self-management

Initially you will be required to work from home and/or remotely in this role and will require the following:

  • Internet Service Provider at home (no public WiFi or Internet)
  • Sufficient room to set up a laptop, monitor, keyboard and mouse
  • Comfortable space to work for a full shift
  • Quiet, private and SECURE space in which to work

Job Band:

H7

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Monday - Friday, 8:00am - 5:00pm

Referral Bonus Amount:

0

Job Description:

Job Description:

The Senior Operations Rep plays a critical role in the daily operations of the Private Bank Mutual Fund Trading Team.  The individual is responsible for acting as the liaison to Branch Offices, other internal teams, Transfer Agencies and Mutual Fund Families. The team’s primary focus is on the Private Bank Income and share class conversions for Fund Direct clients.

Required Skills:

  • Proficient PC skills and applied experience with MS Word and Excel. 
  • Exhibit strong written and verbal communication skills. 
  • Perform in a proactive and strategic manner. 
  • Must be able to give clear examples of past successes in teamwork, use of analytical skills, time and organizational self-management

Initially you will be required to work from home and/or remotely in this role and will require the following:

  • Internet Service Provider at home (no public WiFi or Internet)
  • Sufficient room to set up a laptop, monitor, keyboard and mouse
  • Comfortable space to work for a full shift
  • Quiet, private and SECURE space in which to work

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-21038869

Band: H7

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Taylor Lewis

Referral Bonus:

0

Street Address

Primary Location:
4800 DEER LAKE DR E, FL, Jacksonville, 32246