Team Lead - Financial Service Operations

Training will be for the first 4-6 weeks Monday – Friday 8am to 5pm EST (7am-4pm CST) with mandatory attendance to ensure you receive the best support and education to prepare you for your new role.

As a Financial Services Operations Representative, you will be providing transaction-processing services with a service orientated approach for our Mutual Fund client. You will work as part of a team to provide proactive and innovative solutions with a high attention to detail and accuracy.

This role will be primarily operational in nature; however, you will also have opportunity to interact with account holders while working to research and resolve open items. Our team members share a commitment to ongoing professional development and delivery of exceptional quality service.

Perform daily account activities to provide excellent service to our customers by processing financial service requests with efficiency and accuracy.

After attending formal training, execute service requests, which include purchases, redemptions, account maintenance, and new account set-up.

Meet and surpass quality and productivity objectives within current role, bringing a quality mindset to all aspects of the work.