Operations Specialists

Company: Collabera
Location: Pennington
Posted on: February 9, 2025

Job Description:

Note:

Ensure you read the information regarding this opportunity thoroughly before making an application.

The position is Onsite Opportunity.


Position Details:
Position: Customer Service Representative

Industry: Banking/Financial Services

Job duration: 6 months (Possible Extension)

Location: Pennington, NJ 08534

Working Schedule: Monday - Friday

Pay Rate: $17/hr - $18/hr


Project Detail

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.



Duties
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?


Top Skills
Suite - Experience creating pivot tables and performing data analysis.

PowerPoint - creating presentations and templates.

Outlook and Word

Keywords: Collabera, Tuscaloosa , Operations Specialists, Other , Pennington, Alabama