Brokerage Operations Associate 9/16/2016
DM Stone JobsInBrokerage.com
San Francisco, CA
JOB DESCRIPTIONBrokerage Operations Associate - Disbursements The Client Service Operations team provides middle-office support to help investment professionals and clients meet their financial goals.The Operations Associate is primarily responsible for private wealth mgmt Middle office Banklink transactions. This responsibility includes but is not limited to processing client's requests to transfer funds between their Brokerage and Bank accounts on a daily basis. The position requires attention to detail, a high level of follow-through with PWM investment professionals, client service associates and clients. This is an extremely high risk area. In addition, the Operations Associate will assist with incoming calls to the Department hotline and process disbursement and account maintenance requests received from Client Service Associates. WHAT ARE THE ESSENTIAL FUNCTIONS OF THE JOB?1. Daily processing of Banklink transactions which requires attention to detail and proficiency in data entry. 1. Account maintenance such as processing account changes, set up online access, statement linking, document scanning, transfers and disbursements. These functions require superior organizational and follow-up skills 2. Answering client service help lines, answering routine questions. and escalating issues to management, when appropriate3. Ensuring compliance with both internal and regulatory policy and procedures.4. Performs other duties and responsibilities as required or assigned by supervisor which may
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