What are the responsibilities and job description for the Operations Service Associate position at SVMT Inc?
OPERATIONS SERVICES ASSOCIATE
Portland, Oregon
This position is responsible for processing basic brokerage and investment advisory account servicing requests
with a focus on new account / account opening support.
RESPONSIBILITIES
- Support Member Firms' account servicing requests, including but not limited to :
- Opening of new accounts with Custodian / clearing firms and internal systems (new accounts take approx 80% of the time; there is variation in how accounts need to be processed, the person in this role would need to review / research procedures and follow the correct one; review all the incoming paperwork, enter it accurately into multiple systems),
- If temp demonstrates proficiency in new accounts, they will also support additional support activities for the team and account servicing) initiation of asset transfers, withdrawal requests and account updates, with consistent focus on providing a world-class client experience.
- Portland location only; approx 10% of the time) Process physical mail for both incoming and outgoing mailing campaigns; may need to perform data entry.
- Answer calls from member firms, research answers to less common questions and logically think through challenging issues to come up with reasonable solutions, as appropriate in scope of role. Utilize judgment in knowing when to seek additional guidance, escalate, or redirect calls as necessary.
- Assist with updating operational procedures.
- Assist with other departmental projects and duties as assigned.
REQUIREMENTS
