Operations Manager for ProfileTree overseeing internal operations and team efficiency for digital marketing agency in Belfast. Leading improvement initiatives and ensuring high performance.
About the role
- Operations Specialist providing operational support to LPL Wealth Advisors Group. Focused on client service and account management tasks for financial advisors.
Responsibilities
- Assist end-clients and internal partners through inbound and outbound communication
- Proactive outreach to clients and advisors on time-sensitive activities
- Research complex issues and resolve inquiries in a timely manner
- Communicate operational and financial industry policies and procedures
- Handle incoming and outgoing mail requests by USPS and FedEx
- Manage account notifications and resolution of NIGOs
- Prepare client reports and proposals as required
- Work one on one with clients to distribute assets from client accounts
Requirements
- Bachelor’s degree or equivalent years of industry experience
- 2+ years’ experience in customer service or operations
- SIE and Series 7 preferred
- Outstanding interpersonal skills
- Excellent verbal and written communication skills
- Strong problem-solving skills with keen attention to detail
- Ability to explain complex information clearly and simply
- Ability to maintain a positive attitude and perform under pressure in a fast-paced environment
Benefits
- 401K matching
- health benefits
- employee stock options
- paid time off
- volunteer time off
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