Business Operations Specialist at expert.ai supporting performance measurement and improvement. Collaborating across teams to enhance operational efficiency and scale activities to meet growth targets.
About the role
- Sr. Analyst managing quality, service, and robotics operations for account maintenance at LPL Financial. Ensuring compliance, driving process improvements, and collaborating across departments.
Responsibilities
- Lead and oversee quality of robotics processing of new account and maintenance documents.
- Review and approve documentation for processing rules and procedures.
- Collaborate with Compliance, Legal, and Risk teams to resolve regulatory or procedural issues.
- Analyze workflow metrics and identify opportunities for process improvement and risk mitigation.
- Develop and maintain detailed standard operating procedures (SOPs) for automation.
- Provide training, mentorship, and guidance to team members.
- Support control processes by preparing documentation and responding to inquiries.
- Ensure accurate recordkeeping and adherence to data integrity standards.
- Lead cross-functional projects aimed at improving efficiency and client experience.
Requirements
- 2+ years of experience in financial operations with a focus on account maintenance and opening.
- Strategic thinker with strong analytical and problem-solving abilities.
- Ability to manage complex projects and prioritize competing deadlines.
- High attention to detail and commitment to accuracy.
- Strong leadership and team development skills.
- Excellent communication and interpersonal skills, with the ability to influence and collaborate across departments.
Benefits
- 401K matching
- health benefits
- employee stock options
- paid time off
- volunteer time off
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