Assistente de Operações de Vendas na Edify, co - criando soluções educacionais. Trabalhando com processos de vendas e suporte pedagógico.
About the role
- Account Operations Specialist handling client-directed requests for AssetMark. Ensuring timely and accurate processing while providing excellent service to financial advisors.
Responsibilities
- Partner closely with Team, Service and Leaders to ensure client requests are handled with care and accuracy.
- Be productive and ensure all requests are handled within assigned service levels.
- Adapt and be flexible based on the needs in the business and within the team.
- Ability to satisfy advisors with timely, complete, knowledgeable and responsive communications regarding requests that are not in good order (NIGO) through written and verbal communication.
- Ability to assess and minimize risk to organization.
- Effectively work across teams, peers, and other departments.
Requirements
- Bachelor’s degree or experience in Financial or similar professional Industry
- Strong attention to detail and ability to see the “bigger picture”
- Demonstrates high proficiency in Operational processing
- Outstanding Customer Focus – constantly providing memorable service and creates loyal promoter
- Excellent Communication Skills - verbal, written, interpersonal, influencing, and negotiation
- Demonstrated analytical and decision making skills
- Results Oriented - Proven ability to set and meet aggressive goals
Benefits
- Flex Time Off or Paid Time/Sick Time Off
- 401K – 6% Employer Match
- Medical, Dental, Vision – HDHP or PPO
- HSA – Employer contribution (HDHP only)
- Volunteer Time Off
- Career Development / Recognition
- Fitness Reimbursement
- Hybrid Work Schedule
Job title
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Experience level
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Degree requirement
Location requirements
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