Operations Coach-U
Core
Provide guidance, coaching, and indirect leadership to peers on operations processes, policies, and techniques for transaction requests and inquiries from advisors, clients, and partners.
Role type
Operations Coach
Builds
Operational processing information and transaction resolutions for financial services clients
Domain
Financial Services / Operations
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
transaction processing, issue resolution, policy explanation, peer mentoring, auditing, compliance adherence, computer application usage
Preferred skills
financial services industry experience, knowledge of customer policies and procedures
Responsibilities
Research and resolve advanced transaction and inquiry issues; Mentor peers on processes and issue resolution; Complete day-to-day operations processing tasks including auditing and transaction approval; Participate in projects, audits, and initiatives as an expert; Utilize computer applications to provide operational processing information
Seniority
Mid-level, hands-on IC