What are the responsibilities and job description for the ACATS Operations Support position at Lenmar Consulting, Inc.?
ACATS Operations Support
Duration: 12 months
Hybrid - Baltimore, MD
Pay rate: $21.34/hr W2
Interviews:
- 1 round in person
Top Skills:
- High volume call/service experience
- Ability to learn and retain a large amount of information and be able to refer to it quickly to resolve client issues
- Interest in learning tasks to possibly do combination of service calls and processing
- Multitasker
Candidate will support the Account Transfer (ACATS) team and will be responsible in supporting asset transfers between contra firms. Our clients are our branches and candidate is expected to provide exceptional service to our internal clients along with in-depth knowledge of ACATS and our system. Candidate will be responsible for quality control client paperwork received from our branch offices in order to forward to various financial institutions for further processing. Also have the ability field phone calls from contra firm. They will be working closely with the firm's branch offices. Knowledge of Mutual Funds, Account transfers and overall brokerage information a plus. Strong customer service skills required and the ability to handle a high volume of service-related phone calls. Ideally a candidate would have some financial services background, have service related skills as the department does deal with branch staff, other financial institutions, and other operations departments. Having excellent verbal and written communication skills assists the candidate with their success.
Qualifications:
- Organization
- Efficient communication
- Attention to detail and a readiness to escalate issues with a sense of urgency are of importance
- Customer service etiquette
- Detailed oriented
- Adaptive to a fast paced environment
- Team player
- Responsible
- Execution oriented with the effective follow through and the ability to multi task and basic understanding of the financial industry a plus
Duration: 12 months
Hybrid - Baltimore, MD
Pay rate: $21.34/hr W2
Interviews:
- 1 round in person
Top Skills:
- High volume call/service experience
- Ability to learn and retain a large amount of information and be able to refer to it quickly to resolve client issues
- Interest in learning tasks to possibly do combination of service calls and processing
- Multitasker
Candidate will support the Account Transfer (ACATS) team and will be responsible in supporting asset transfers between contra firms. Our clients are our branches and candidate is expected to provide exceptional service to our internal clients along with in-depth knowledge of ACATS and our system. Candidate will be responsible for quality control client paperwork received from our branch offices in order to forward to various financial institutions for further processing. Also have the ability field phone calls from contra firm. They will be working closely with the firm's branch offices. Knowledge of Mutual Funds, Account transfers and overall brokerage information a plus. Strong customer service skills required and the ability to handle a high volume of service-related phone calls. Ideally a candidate would have some financial services background, have service related skills as the department does deal with branch staff, other financial institutions, and other operations departments. Having excellent verbal and written communication skills assists the candidate with their success.
Qualifications:
- Organization
- Efficient communication
- Attention to detail and a readiness to escalate issues with a sense of urgency are of importance
- Customer service etiquette
- Detailed oriented
- Adaptive to a fast paced environment
- Team player
- Responsible
- Execution oriented with the effective follow through and the ability to multi task and basic understanding of the financial industry a plus
Salary : $21
