Operations Support Specialist
New
J
JobgetherFinancial services
Based in the United StatesFull-TimeJunior
SalaryAnnual base salary: $43,960–$57,340
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Job Details
- Experience
- 2–4 years of relevant professional experience
- Required Skills
- Microsoft OfficeCustomer serviceProcess improvement
Requirements
- High school diploma or equivalent.
- 2–4 years of relevant professional experience in operations support, financial services, banking, customer service, dispute resolution, or a related field.
- Comprehensive knowledge of dispute management processes, including investigating issues and supporting resolution.
- Proficiency in Microsoft Office applications for operational documentation, reports, and business communications.
- Strong analytical and problem-solving skills, including assessing complex situations, identifying discrepancies, and recommending solutions.
- Ability to work independently, manage responsibilities with limited supervision, and exercise sound professional judgment.
- Excellent written and verbal communication skills.
- Strong organizational and time-management abilities, including managing multiple priorities and meeting deadlines.
- High attention to detail and commitment to accurate records and quality work.
- Ability to understand and apply operational procedures, internal policies, and regulatory requirements.
- Strong customer service orientation and ability to handle inquiries, manage escalations, and maintain stakeholder relationships.
- Ability to collaborate with colleagues, management, clients, and cross-functional business teams.
- Initiative and adaptability when responding to changing priorities and non-routine operational challenges.
- Ability to identify process improvement opportunities and contribute to efficiency and service-quality initiatives.
- Accountability, integrity, and discretion when handling sensitive customer information and financial records.
Responsibilities
- Maintain operational records and documentation, manage account information, retrieve and store records, process imaging requests, and support account opening.
- Coordinate activities with the Operations Core team to ensure accurate and timely business processes.
- Liaise with operations staff, relationship managers, project managers, custodians, and clients to resolve operational matters.
- Respond to customer inquiries, investigate service issues, and manage escalated cases.
- Recommend additional products and services while complying with telesales laws, regulations, and internal policies.
- Communicate productivity, service quality, staff availability, and MIS performance indicators to management.
- Prepare communications to obtain approvals for financial entries and facilitate correction of discrepancies.
- Support staff training and assist colleagues with dispute resolution processes.
- Investigate complex operational problems, evaluate risks, and escalate issues when appropriate.
- Participate in Lean initiatives and continuous improvement projects to streamline workflows and improve operational performance.
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