Life Services Operations Support Processor
Core
Standard transaction processing, reconciliation, and resolution of research requests supporting 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 escalation, Inbound call handling, Mail sorting and distribution
Preferred skills
Business Operations Management, Customer Service Management, Prioritization, Reporting, Trade Operations Management, Data Collection and Entry, Data and Trend Analysis, Organizational Effectiveness, Process Management, Quality Assurance, Customer and Client Focus, Oral Communications, Research Analysis, Written Communications
Responsibilities
Perform standard transaction processing and reconciliation according to guidelines; Respond to client inquiries through various channels; Perform basic research and resolve routine requests; Identify and escalate potential operational issues; Provide general operational support including mail handling.