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Primarily responsible for daily operations, client service and complex support. The role is responsible for identifying and anticipating client, financial advisor and complex needs. Assist in problem solving, research and fielding questions for service related inquires. The Service Associate keeps the Complex Service Manager informed of significant matters and must determine when escalation is necessary.
S and RESPONSIBILITIES:
Serve as a resource to financial advisors and support staff and help identify items that need escalation
Act as a liaison between the complex branches and service departments
Assist with delegated report portal items by management. Learn and understand specific reports and action that must be taken.
Assist with Firm remediation projects for both service and risk
Monitor and respond to service portal requests
Review CDM escalations to service or risk management for approval
Assist in printing outgoing checks and preparing for clients
Process physical securities and deposits ensuring compliance with firm guidelines.
Prepare and process trade corrections, maintain necessary records for compliance.
Maintain required operations files (via appropriate recordkeeping method)
Review documents for accuracy and completeness prior to scanning
Sort and distribute mail.
Reconcile days work at close of business
Other projects as delegated by the Service and Risk team
Ensure compliance with Firm policies and procedures from and operational perspective
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Financial Industry experience preferred
High School Diploma/Equivalent required
College Degree Preferred
Strong attention to detail
Ability to organize and prioritize workflow
Ability to prioritize and resolve complex problems and escalate as necessary
Ability to interact with Support Staff and Financial Advisors
Complex Service Manager
EOE committed to diversifying its workforce.
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