Business Operations Manager Jobs Part Time Applying Soon

Job Responsibilities : Business Operations Associate

Salary : 16 per hour

Company : Purpose Advisor Solutions

Location : RemoteCA

Job Description

  • 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.

Qualifications

  • 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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