Our client, a leading global financial services firm, is seeking an Ops Specialist, Client Account Profile to support the setup and ongoing maintenance of client accounts. This individual will be responsible for ensuring new accounts are established accurately across internal systems, maintaining existing account information, and closing accounts that are no longer required.
The ideal candidate is highly organized, detail oriented, and comfortable working with large amounts of account and client data. This role requires strong communication and problem solving skills, as the Specialist will work closely with internal Client Service teams to resolve discrepancies, escalate issues, and ensure account requests are completed accurately and within established deadlines.
Responsibilities include:
• Set up new client accounts
• Process changes and maintenance requests for existing accounts
• Close accounts that are no longer required
• Review new account forms and accurately code account information into internal systems
• Monitor account requests for incomplete, inaccurate, or inconsistent information
• Escalate account issues and problem items when appropriate
• Keep internal clients updated on the status of account openings and maintenance requests
• Partner closely with the Client Service Group to ensure timely and accurate account setup
• Communicate professionally with internal stakeholders to resolve operational issues
• Develop knowledge of business lines, systems, workflows, and the Sub Custodian network
• Identify opportunities to improve existing processes, increase productivity, and reduce operational risk
• Assist with the development and implementation of process improvements across the department
• Build an understanding of how internal systems interact and how the team’s function impacts the broader organization
Requirements:
• BA/BS degree required
• Demonstrated PC and computer skills
• Strong organizational skills and exceptional attention to detail
• Excellent written and verbal communication skills
• Ability to identify, escalate, and resolve operational issues
• Ability to manage time efficiently and meet established deadlines
• Ability to manage multiple priorities simultaneously while maintaining accuracy
• Strong problem solving skills
• Ability to work effectively within a team environment
• Ability to perform effectively in a fast paced, deadline driven environment
• Previous financial services, banking, operations, account opening, or client onboarding experience is a plus
Pay: $24-$26/hr