7 часов назад
Operations Associate (Hybrid)
23 - 25$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Operations Associate (Alternative Investments): Supporting high-profile financial advisors with alternative investment transactions, client service, and operational requests with an accent on subscription, transfer, redemption, and document processing. Focus on handling 30–50 daily calls, maintaining Salesforce records, coordinating with investment operations teams, and resolving issues under tight deadlines.
Location: Newark, New Jersey, United States; hybrid work with in-person and remote days
Salary: $23–$25 per hour; bonus eligible
Company
Financial technology company providing operational and service support for financial markets and investment transactions.
What you will do
- Provide phone support to financial advisors and their support staff on alternative investment transactions, including subscriptions, transfers, redemptions, and document revisions.
- Handle and document approximately 30–50 inbound and outbound calls per day through the Genesys phone routing system.
- Maintain detailed call logs and request records in Salesforce CRM.
- Coordinate transaction-processing requests with teams across client solutions, investment solutions, product management, product development, and platform solutions.
- Support ad hoc projects for alternative investment operations teams.
- Complete ongoing training and maintain professional telephone etiquette and service quality.
Requirements
- 0–3 years of relevant experience.
- Ability to manage time effectively, prioritize tasks, and handle multiple responsibilities.
- Experience using Microsoft Office tools.
- Ability to remain calm and work through problems logically under tight deadlines.
- Customer-service orientation and professional communication skills.
- Ability to work effectively in a hybrid environment in Newark, New Jersey.
Culture & Benefits
- Collaborative, engaging, and inclusive workplace environment.
- Comprehensive benefits offerings.
- Bonus eligibility.
- Workplace accommodations are available during the application and hiring process.
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