We’re seeking a future team member for the role of Senior Specialist, Client Operations to join our Managed Account Solutions team. This role is located in Berwyn, Pennsylvania (office based, 4 days a week).
In this role, you’ll make an impact in the following ways:
- Perform trade model-based managed account trade administration
- Manage multiple workflow queues throughout the day to ensure accounts are traded within client/sponsor guidelines
- Conduct quality control checks of account-related transactions to ensure accuracy prior to trading
- Communicate frequently with custodians, banks, and brokers to expedite and resolve issues
- Identify opportunities to improve operational workflows, enhance efficiency, and support process optimization initiatives
- Leverage technology tools and demonstrate curiosity around AI-enabled solutions to help streamline processes, reduce manual effort, and improve the client and operational experience
To be successful in this role, we’re seeking the following:
- Bachelor’s degree in business, finance, or a related field required
- 5 - 7 total work experience preferred
- FINRA Series 7 license required, or ability to obtain within a defined period after hire
- Strong analytical, research, and problem-solving skills with exceptional attention to detail
- Exceptional organizational skills with the ability to prioritize and manage multiple tasks in a deadline-oriented environment; self-starter
- Strong verbal and written communication skills to interact with internal and external parties; proficiency with Microsoft Office and ability to quickly learn proprietary systems
Familiarity with AI tools and emerging technologies, or a demonstrated aptitude and willingness to learn how to apply AI to drive process improvements, efficiency gains, and better business outcomes
A continuous improvement mindset with the ability to identify, suggest, and help implement innovative operational solutions