Service Operations Specialist
Core
Support analysis, reconciliation, and validation of brokerage data to ensure accurate investment performance reporting for clients and advisors.
Role type
Service Operations Specialist (Brokerage Data)
Builds
Investment performance reports and client-facing data updates
Domain
Financial Services / Brokerage Operations
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Data analysis, reconciliation, problem-solving, process documentation, stakeholder communication, MS Office proficiency
Preferred skills
Brokerage operations experience, corporate actions processing, advanced Excel (pivot tables, macros), data programming
Responsibilities
Analyze summary and exception information from reconciliation reporting, document metrics based on reporting results, generate recommendations for internal and external partners, transmit reporting exceptions to vendors, validate client website updates, resolve client and advisor escalations, support small to medium sized projects, collaborate with cross-functional teams on process improvements