Elite Operations Professional providing operational support and world - class customer service at Cetera Financial Group. Handling a variety of tasks including account processing and customer inquiries.
About the role
- Performance Operations Associate providing operational and business support for financial services clients. Collaborating with internal teams to enhance performance operations and resolve client issues in a hybrid work environment.
Responsibilities
- Provide operational, business and technical support to Institutional and Wealth Management clients
- Support the performance operation function of reconciliation of account data including cash, holdings, and transactions.
- Account level performance verification, composite management, attribution analysis and client/management investment reporting.
- Help with the generation and review of investment performance reports and attribution analysis
- Maintain and update internal documentation and workflow processes
- Coordinate with internal teams to resolve client issues in a timely manner
- Help gather feedback from clients and relay it to the product or development teams
- Participate in user acceptance testing (UAT) for system updates or new features
- Support the team in identifying process improvements or inefficiencies
- Collaborate with colleagues and senior team members to ensure service standards are met
Requirements
- Undergraduate degree or diploma in Finance, Accounting, Business, or a related field
- 0–2 years of experience in a financial services, operations, or client service role
- Strong organizational and problem-solving skills
- Good communication and interpersonal skills
- Comfortable using Microsoft Excel and other Windows-based applications
- Willingness to learn about financial products, systems, and performance reporting
- Interest in pursuing a professional designation (e.g., CFA, CPA, CIPM) is a plus
- Familiarity with SQL or SS&C products is an asset
Benefits
- Flexibility : Hybrid Work Model & a Business Casual Dress Code, including jeans
- RRSP Matching Program, Professional Development Reimbursement
- Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays
- Medical, Dental, Vision, Employee Assistance Program, Parental Leave
- Discounts on fitness clubs, travel and more!
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Tech skills
Location requirements
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