Job Responsibilities : Business Operations Associate
Salary : 16 per hour
Company : Purpose Advisor Solutions
Location : RemoteCA
- Engage with advisors to help solve complex issues, responding to inbound calls, emails inquiries within department’s service level agreements.
- Occasionally engage directly with clients, which includes pulling in appropriate stakeholders to drive solutions for challenging situations
- Deliver on operational KPIs and continuously monitor its’ performance, deliver and own outcomes that affect our operational KPIs
- Adhere and execute to best practices and drive continuous improvement
- Act as the main point of contact for advisors regarding trade settlement and money transfer related inquiries
- Build relationships with advisors and partners for more effective communication and solutioning
- Provide support for daily operational procedures required for the advisor firms to run at optimal performance, driving visibility, anticipation and seamless execution
- Field all questions and concerns regarding deposits, withdrawals, and money movement inquiries.
- Effectively perform analysis on key problem areas or trends and escalate to Director as required.
- Take a proactive approach to client solutions, collaborating effectively with partners and colleagues to assess customer needs and deliver appropriate solutions.
- Setup and maintenance of monthly recurring withdrawals and deposits
- Regular monitoring of trades list, ensure data integrity and timely trade deal execution.
- Excellent client service and verbal and written communication
- Outstanding analytical skills with a problem-solving mindset
- A passion, curiosity, and energy for finance + investing. You understand the ins and outs of wealth management, trading, and more importantly – how to explain these concepts simply.
- You thrive (or excel) in a fast paced and deadline driven environment. You must be able to prioritize and execute multiple tasks in a fast paced, environment providing fast, friendly, and accurate service.
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