Operations Specialist
VirtualVocationsAkron, Ohio, United Statesjob_description.job_card.30_days_ago
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- serp_jobs.job_card.full_time
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A company is looking for an Operations Specialist focusing on Non-ACAT Transfers.
Key Responsibilities :
Assist members with the non-ACAT transfer process, providing clear guidance and support
Communicate effectively with members to understand their needs and address inquiries related to account transfers
Work closely with custodians and financial institutions to manage transfer requests and resolve issues
Required Qualifications :
2+ years of experience in financial services or investment operations, preferably with a focus on account transfers
Strong understanding of non-ACAT transfer processes and the related regulatory framework
Proficient in technology and software tools, including CRM systems and Microsoft Office Suite
Must meet minimum WiFi standards for remote work, including specific upload and download speeds
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Operation Specialist • Akron, Ohio, United States
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