Entry Level Operations Role
**Entry Level Role/Junior Position
The Operations Specialist executes routine and complex transactions with general supervision referring the most complex and risk related transactions to management. Interacts with customers to assess problems and gather information that must be escalated.
Research and resolve client inquiries relating to principal, interest, dividend distributions, corporate actions, redemptions via email ticketing system.
Interpret questions asked, research, accurately resolve, and clearly communicate research and final resolutions to client’s phone inquiries. Products include: Principal, Interest and Dividend distributions, Redemptions, Custody, Securities Processing, Proxy, Training and Billing, Mandatory and Voluntary Reorganization and Stock Dividend.
- 6 months experience minimum preferred
- Bachelor's degree preferred