What are the responsibilities and job description for the Wealth Management Operations Specialist position at LHH Recruitment Solutions?
Job Description
Job Description
Worksite Location : Pennington, NJ - onsite 5 days a week
Pay Rate : $20.28 - $22.28 / hr
LHH Recruitment Solutions is seeking a Wealth Management Operations Specialist for a contract role with a Fortune 500 banking client that will provide quality hands-on experience.
Job Description :
Wealth Management Operations provides end-to-end operational support that drives the client experience for Wealth Management advisory partners and their clients. Within WMO, Banking & Personal Retirement Operations provides support for accounts and transactions.
Responsibilities :
Perform standard transaction processing and reconciliation according to established written guidelines and procedures.
Respond to client inquiries via numerous channels to support operational efficiency and quality client service.
Conduct basic research, follow-up, and resolution of routine research requests.
Identify potential issues in daily operational tasks and escalate risk concerns as needed.
Provide general operational support, including mail sorting and distribution.
Requirements :
Professional presence and ability to respond to emails in a professional manner.
Proficiency in MS Suite, Outlook, and Word.
Benefit offerings include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and 401K plan. Our program provides employees the flexibility to choose the type of coverage that meets their individual needs. Available paid leave may include Paid Sick Leave, where required by law; any other paid leave required by Federal, State, or local law; and Holiday pay upon meeting eligibility criteria.
Pay Details : $20.28 to $22.28 per hour
Search managed by : Nick Gioffre
Benefit offerings available for our associates include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and a 401K plan. Our benefit offerings provide employees the flexibility to choose the type of coverage that meets their individual needs. In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other paid leave required by Federal, State, or local law, as well as Holiday pay where applicable.
Equal Opportunity Employer / Veterans / Disabled
To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https : / / www.lhh.com / us / en / candidate -privacy
The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and / or security clearance requirements, including, as applicable :
- The California Fair Chance Act
- Los Angeles City Fair Chance Ordinance
- Los Angeles County Fair Chance Ordinance for Employers
- San Francisco Fair Chance Ordinance
Salary : $20 - $22
