Operations Specialist

Position Title: Operations Specialist

Location: Pennington, NJ

Anticipated Start Date: ASAP

Please note this is the target date and is subject to the change. BCforward will send official notice ahead of a confirmed start date.

Expected Duration: 6 months

Job Type: FULL TIME, CONTRACT, ONSITE

Pay Range: $22.28/hr

Please note that actual compensation may vary within this range due the factors such as location, experience, and job responsibilities, and does not encompass additional non-standard compensation (e.g., benefits, paid time off, per diem, etc.).

Requirements:

• Performs standard transaction processing and reconciliation according to the established written guidelines and procedures
• Responds to client inquiries via numerous channels to support operational efficiency and quality client service

Job Description:

• Wealth Management Operations provides end-to-end operational support that drives the client experience for Wealth Management advisory partners and their clients.
• Within WMO, Banking & Personal Retirement Operations provides support for Merrill and Private Bank accounts and transactions. The Perform Private Bank Settlement Transactions team supports external and internal bank payoffs, letters of credit, Certificate of Deposit Account Registry Service (CDARS), settlement and break resolution.
• This job is responsible for standard transaction and fulfillment processing, including the movement of assets into and out of accounts.
• Key responsibilities include processing mail (including deposits) and providing quality service and operations support for internal business partners and external clients.
• Job expectations include operating with a standard level of independence and escalating complex issues to leadership to minimize risk.

Responsibilities:

• Performs standard transaction processing and reconciliation according to the established written guidelines and procedures
• Responds to client inquiries via numerous channels to support operational efficiency and quality client service
• Performs basic research, follow-up and resolution of routine research requests
• Identifies potential issues in daily operational tasks and escalates risk concerns, as needed
• Provides general operational support including mail sorting, and mail distribution
• Needs to have professional presence, respond to emails in a professional manner

Required Skills:

• Attention to Detail to ensure accuracy
• Effective Written Communications
• Accountability - ensuring all requests are completed in its entirety
• Analytical Thinking - self-reliant to analyze situations and make quick decisions
• Independence - ability to work independently with minimal supervision and guidance
• Research - ability to understand systems to perform effective research
• Risk Management - ability to detect potential risk(s)
• MS Suite
• Outlook
• Word

Keywords:

Client services, Onboarding, Maintenance, supports, brokerage, account, operations, Ops Representative, banking.

Benefits:

BCforward offers all eligible employees a comprehensive benefits package including, but not limited to major medical, HSA, dental, vision, employer-provided group life, voluntary life insurance, short-term disability, long-term disability, and 401k.

About BCforward:

Founded in 1998 on the idea that industry leaders needed a professional service, and workforce management expert, to fuel the development and execution of core business and technology strategies, BCforward is a Black-owned firm providing unique solutions supporting value capture and digital product delivery needs for organizations around the world. Headquartered in Indianapolis, IN with an Offshore Development Center in Hyderabad, India, BCforward's 6,000 consultants support more than 225 clients globally.

BCforward champions the power of human potential to help companies transform, accelerate, and scale. Guided by our core values of People-Centric, Optimism, Excellence, Diversity, and Accountability, our professionals have helped our clients achieve their strategic goals for more than 25 years. Our strong culture and clear values have enabled BCforward to become a market leader and best in class place to work.

BCforward is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against based on disability.

To learn more about how BCforward collects and uses personal information as part of the recruiting process, view our Privacy Notice and CCPA Addendum. As part of the recruitment process, we may ask for you to disclose and provide us with various categories of personal information, including identifiers, professional information, commercial information, education information, and other related information. BCforward will only use this information to complete the recruitment process.

This posting is not an offer of employment. All applicants applying for positions in the United States must be legally authorized to work in the United States. The submission of intentionally false or fraudulent information in response to this posting may render the applicant ineligible for the position. Any subsequent offer of employment will be considered employment at-will regardless of the anticipated assignment duration.

Interested candidates please send resume in Word format Please reference job code 238674 when responding to this ad.