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
Accurate investment performance reports and client website updates
Domain
Financial Services / Brokerage Operations
Required skills
Data analysis, reconciliation, problem-solving, MS Office (Word, PowerPoint, Excel), process documentation, stakeholder communication
Preferred skills
Brokerage operations experience, corporate actions processing, advanced Excel (pivot tables, macros), data programming
Technologies
MS Office, Vendor systems
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, maintain relationships with key business partners, support small to medium sized projects
Seniority
Mid-level, hands-on IC
