Become a Financial Services Operations Representative at Richardson Wealth, specializing in transaction processing and operational support. Ensure quality service through accurate execution and timely follow-up.
This role involves processing operational transactions while assisting Advisors and ensuring compliance with service level agreements. You will be responsible for validating requests, resolving discrepancies, and improving operational workflows. Attention to detail and independent decision-making are essential for impactful contributions.
Key Responsibilities:
• Process service requests and operational transactions effectively
• Ensure documentation is accurate for processing
• Validate and maintain information across systems
• Resolve exceptions promptly and efficiently
• Monitor assigned tasks for timely completion
Requirements:
• Experience in financial services, minimum 1 year
• Exceptional communication capabilities
• Proficient in MS Office software
• Solid attention to detail and independent work ability
• Education in business or equivalent experience
Excel in improving operational processes and supporting Advisors at Richardson Wealth.
J-18808-Ljbffr