Life Services Operations Support Processor
Core
Standard transaction processing, reconciliation, and resolution of routine research requests for the wealth management business.
Role type
Operations Support Processor
Builds
Operational support for internal business partners and external clients
Domain
Financial Services / Wealth Management
Required skills
Transaction processing, Reconciliation, Client inquiry handling, Basic research, Risk identification, Inbound call handling, Mail sorting, Data entry, Reporting, Quality assurance
Preferred skills
Business operations management, Customer service management, Prioritization, Trade operations management, Data collection, Trend analysis, Organizational effectiveness, Process management
Responsibilities
Perform standard transaction processing and reconciliation per guidelines; Respond to client inquiries via multiple channels; Perform basic research and resolve routine requests; Identify and escalate operational issues; Handle inbound calls, mail sorting, and distribution.