Job Description
The Ops Specialist - Client Account Profile (CAP) ensures proper setup and maintenance of new and existing accounts on the company's systems.
This role involves using systems like UAF, Keystone, and Fircosoft to manage account information and provide support to internal clients.
Key Responsibilities :
- Set up, update, and close accounts as needed.
- Code and maintain data in the company's systems.
- Escalate and resolve issues, and handle incomplete or inconsistent information.
- Communicate effectively with clients and team members.
- Contribute to process improvements and understand the broader impact of account management on the firm.
Qualifications :
- BA / BS degree.
- Strong PC, organizational, and multitasking skills.
- Professional communication and problem-solving abilities.
- Detail-oriented with the ability to meet deadlines under pressure.
Ops Specialist Client Account Profile CAP
The Ops Specialist - Client Account Profile (CAP) ensures proper setup and maintenance of new and existing accounts on the company's systems. This role involves using systems like UAF, Keystone, and Fircosoft to manage account information and provide support to internal clients. Set up, update, and ...
Ops Specialist - Client Account Profile (CAP)
The Ops Specialist - Client Account Profile (CAP) ensures proper setup and maintenance of new and existing accounts on the company's systems. This role involves using systems like UAF, Keystone, and Fircosoft to manage account information and provide support to internal clients. Set up, update, and ...
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