Operations Associate

Company: [Financial Services Firm]

Job Description:

Delibert Employment Solutions is recruiting on behalf of a prestigious financial services firm seeking a dedicated and detail-oriented Operations Associate to join their dynamic Operations department. The successful candidate will play a critical role in asset movement, account opening, and account transfer requests, ensuring seamless operations within the firm. This position requires a deep understanding of industry regulations and firm policies, coupled with a professional demeanor in client-facing interactions.

Key Responsibilities:

• Facilitate the accurate and timely movement of assets, ensuring compliance with industry regulations and firm policies.
• Oversee the process of account opening and account transfers, maintaining meticulous attention to detail.
• Develop and maintain an in-depth knowledge of relevant industry rules and regulations.
• Provide exceptional client service through clear and courteous communication, demonstrating professionalism in all interactions.
• Collaborate with internal teams to streamline operations and enhance efficiency.

Qualifications:

1. Experience:
   • 1-3 years of professional or administrative experience, preferably within the financial services industry.
2. Licenses:
   • Series 7 and Series 66 licenses required, or the ability to obtain them within 18 months of hire.
3. Education:
   • Bachelor’s Degree preferred.
4. Skills:
   • Outstanding communication, presentation, and organizational skills.
   • Strong attention to detail and ability to manage multiple tasks simultaneously.
   • Professional demeanor with the ability to handle client interactions tactfully and courteously.

Additional Information:

• This role offers the opportunity to develop a comprehensive understanding of the financial services industry.
• The ideal candidate will exhibit a proactive approach, a strong sense of responsibility, and a commitment to continuous improvement.

Application Process:

Interested candidates are invited to submit their resume and a cover letter to teresa@delibertemployment.com detailing their qualifications and experience. We look forward to reviewing your application and exploring how you can contribute to our firm's success.