Operations AssociateBookmark This
Robert Half Finance & Accounting
San Francisco, CA
DescriptionOur client is a growing regional Financial Services Institution looking for an experienced operations associate to join their operations team in the Broker/Dealer arm of the business. This role will support the operations/traders in the Securities team and is located in down town San Francisco.
The position will be responsible for assisting in the servicing of the RIA / SMA platform as well asworking with the manager in addressing time-sensitive issues that arise from both internal and external clients, providing excellent client service to both internal and external clients.
Other responsibilities include:
- Perform duties and responsibilities specific to department functions and activities and assisting onboarding RIA and Separately Managed Accounts
- Performs other duties & responsibilities as required or assigned by supervisor.
- Researching time-sensitive issues with Pershing and communicating the resolution to internal and external clients
- Address and escalate any issues to proper management, requiring excellent client service skills.
- Assisting operations when needed
- Set up and maintenance of Client billing for Advisory accounts