We’re seeking a future team member for the role of Senior Specialist, Client Operations to join our Managed Account Solutions team. This role is located in Berwyn, Pennsylvania (office based, 4 days a week).
In this role, you’ll make an impact in the following ways
Perform trade model-based managed account trade administration
Manage multiple workflow queues throughout the day to ensure accounts are traded within client/sponsor guidelines
Conduct quality control checks of account-related transactions to ensure accuracy prior to trading
Communicate frequently with custodians, banks, and brokers to expedite and resolve issues
Identify opportunities to improve operational workflows, enhance efficiency, and support process optimization initiatives
Leverage technology tools and demonstrate curiosity around AI-enabled solutions to help streamline processes, reduce manual effort, and improve the client and operational experience
To be successful in this role, we’re seeking the following
Bachelor’s degree in business, finance, or a related field required
5 - 7 total work experience preferred
FINRA Series 7 license required, or ability to obtain within a defined period after hire
Strong analytical, research, and problem-solving skills with exceptional attention to detail
Exceptional organizational skills with the ability to prioritize and manage multiple tasks in a deadline-oriented environment; self-starter
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Strong verbal and written communication skills to interact with internal and external parties; proficiency with Microsoft Office and ability to quickly learn proprietary systems
Familiarity with AI tools and emerging technologies, or a demonstrated aptitude and willingness to learn how to apply AI to drive process improvements, efficiency gains, and better business outcomes
A continuous improvement mindset with the ability to identify, suggest, and help implement innovative operational solutions
