• Operations Support

    US Tech Solutions (Columbus, OH)


    Job Title: Operations Support

     

    Duration: 3 Months

     

    Pay: $22.21/hr W2 (without benefits)

     

    We’re seeking someone to join our team as an Associate in Wealth Management Operations to provide support to high profile Financial Advisors and their support staff regarding Alternative Investment transactions, including subscriptions, transfers, redemptions, and document revisions/amendments.

     

    This is an Associate level position within Alternative Investments Operations, which is responsible for providing Financial Advisor and branch support via Phone and Case Inquiries.

    What you'll do in the role:

    • Establish and nurture effective relationships to deliver world-class client service by handling inquiries via phone and managing cases from financial advisors and branch employees concerning Alternative Investments products, ensuring all responses are accurate and timely.

    • Adhere to established procedures by efficiently routing processing requests to the designated teams and escalate inquiries for further research when necessary to ensure comprehensive solutions.

    • Consistently achieve team and departmental service goals as set forth by management, actively contributing to the organization’s ongoing success and client satisfaction.

    • Recognize risk in day-to-day processes to draw out the key issues and contribute to process improvements.

    What you'll bring to the role:

    - Bachelors degree preferred

     

    - Experience in the customer service space and/or familiarity with the financial industry

    About US Tech Solutions:

    US Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and total workforce solutions. To know more about US Tech Solutions, please visit www.ustechsolutions.com (http://www.ustechsolutionsinc.com/) .

     

    US Tech Solutions is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, colour, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.