What are the responsibilities and job description for the Senior Operations Associate position at Candidate Experience site?
What you will do:
- Provides Guidance/Assistance to Operations Associates
- Facilitate team Training
- Provide Operational, Customer Service and Administrative support for the various departments of Operations Account Transfers and Conversions
- Responsible for daily processing of work associated with department. This may include journal entries, account processing, payment solutions, etc.
- Respond to inquiries from internal as well as external customers via email, fax, and phone.
- Acts as a liaison between customers/financial professionals and institutions, including banks, credit unions and clearing firms.
- Perform various account calculations/reconciliation. May include calculating interest/dividend payments and/or processing of incoming and outgoing transactions including monies and customer positions.
- Perform research as requested on customer accounts.
- Provide phone support for department
- Other duties as assigned.
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