Specialist, Client Operations 1

We're seeking a future team member for the role Specialist, Client Operations 1 to join our Managed Account Solutions team. This role is located in Berwyn, Pennsylvania (office based, 4 days)

In this role, you'll make an impact in the following ways:

· Establish new accounts and process account maintenance items according to service level agreements

· Manage multiple workflow queues throughout the day to ensure accounts are traded within client/sponsor guidelines

· Conduct quality control checks of new accounts and account maintenance transactions to ensure accuracy prior to trading

· Communicate frequently with custodians, banks, and brokers to expedite and resolve issues

To be successful in this role, we're seeking the following:

· Bachelor's degree in business, finance, or a related field required

· 0 – 3 years of experience in a related capacity

· 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