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GWIM Senior Operations Representative

Jacksonville, Florida;

Job Description:

Client Account Operations provides branch office operational support for Client Onboarding & Account Maintenance for the full suite of non-retirement brokerage account types and client ownership roles. Client Account Operations consists primarily of document review in support of account opening and maintenance; but also a wide variety of other processes and operations.  Support is primarily provided through a systematic workflow portal. 

This Associate will fill a Hybrid Processing and Service (MLSN) role and will handle inbound requests via ASAPs and point of call processing via Phone Calls.  These inquiries are considered time sensitive and require a more timely turn around.  Knowledge of Client Account Operations is a plus, and we will continue to train on multiple skills, such as IJCT (Individual, Joint, Custodial, and Trust), Business, FTS, Special Fiduciary, and/or International.

Required Skills:

  • Must be flexible with schedule (Operational hours are 8:30 AM – 6:30 PM EST)
  • Strong Communication Skills
  • Ability to work in a multi-functional and High Volume environment
  • Strong Relationships Building Skills (Business Partners, Peers, and cross site strategy)

Desired Skills:

  • Knowledge of New Accounts Onboarding and Maintenance

Job Band:

H7

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

Client Account Operations provides branch office operational support for Client Onboarding & Account Maintenance for the full suite of non-retirement brokerage account types and client ownership roles. Client Account Operations consists primarily of document review in support of account opening and maintenance; but also a wide variety of other processes and operations.  Support is primarily provided through a systematic workflow portal. 

This Associate will fill a Hybrid Processing and Service (MLSN) role and will handle inbound requests via ASAPs and point of call processing via Phone Calls.  These inquiries are considered time sensitive and require a more timely turn around.  Knowledge of Client Account Operations is a plus, and we will continue to train on multiple skills, such as IJCT (Individual, Joint, Custodial, and Trust), Business, FTS, Special Fiduciary, and/or International.

Required Skills:

  • Must be flexible with schedule (Operational hours are 8:30 AM – 6:30 PM EST)
  • Strong Communication Skills
  • Ability to work in a multi-functional and High Volume environment
  • Strong Relationships Building Skills (Business Partners, Peers, and cross site strategy)

Desired Skills:

  • Knowledge of New Accounts Onboarding and Maintenance

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-21082829

Band: H7

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Erin Capuzzo

Referral Bonus:

0