Senior Operations Professional
Core
Independently process, reconcile, and balance outgoing wire transactions for assigned products while resolving inquiries and issues for advisors and clients over the phone.
Role type
Senior Operations Professional (Wire Processing & Support)
Builds
Accurate and compliant wire transaction processing and client/advisor support services
Domain
Financial Services / Clearing & Settlement
Required skills
Wire transaction processing, reconciliation, regulatory compliance, problem resolution, multi-priority management, written and verbal communication, attention to detail
Preferred skills
Financial services industry experience, complex issue communication, analytical skills, customer service mindset
Technologies
Computer applications for operational processing
Responsibilities
Process, reconcile, and balance assigned products accurately and timely; Communicate directly with advisors and clients to research and resolve wire transaction inquiries; Ensure processing follows industry rules and internal compliance procedures; Identify process improvements and partner with resources to implement solutions.
Seniority
Mid-level, hands-on IC