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Operations Associate

Location: West Des Moines, IA, United States
Job # 11072936
Date Posted: 06-20-2018

Title: Operations Associate
Location: West Des Moines, IA 50266
5 Month Contract
Payrate: $18

A thriving Financial Services company in West Des Moines, IA is seeking an Operations Associate to assist them on a temporary basis.  

Responsibilities:

Provide operational support to internal & external Broker Dealer customers
Experience in BD Operations, processing, and service.
Work closely with your manager ensure key metrics are achieved.
Meet process requirements, SLAs, and achieve metrics
Process daily transitions
Coach and train new employees
Respond to email, fax, and phone inquiries
Act as a liaison between customers and institutions
Experience with asset movement, account transfers, and new account set-up/maintenance.
Provide excellent phone support
Earn your FINRA 99 or 7 Licenses if appropriate.

Requirements:

High School Diploma or equivalent 1-2 years related experience
Experience in accounting, finance, or related
Be flexible and adaptable to change
Excellent phone skills
Experience in the financial service industry, a plus


 

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