Job description

Great opportunity with Global Financial Services Company!!

Job Description:
Brokerage Wealth Management Operations is recruiting for a position in the Client Correspondence Operations team. The Candidate will interface with business partners within and outside of Client Reporting, Operations, Technology, Legal, Compliance, Risk, Vendor Management, and directly with vendor partners to assure accuracy, timeliness of hard copy and e-delivery distribution and implement enhancements.
The Candidate will help identify and define change opportunities and oversee multiple projects simultaneously from beginning to end. S/he will act as a subject matter expert for Client Correspondence Operations and aim to create efficiencies, improve controls and enhance client experience while focusing on efficiencies. In addition, fielding inquiries from senior management, the service center, business partners, and branches will be expected to handle escalations, critically assess existing processes and propose well thought out improvements.

Primary Responsibilities
-Involvement in change related projects. This includes active participation in all phases of the change process. From idea/enhancement generation through business requirement development, testing strategy, test script development, coordination of involvement in testing by impacted Ops team, defect management, into the team test execution and post production review.
-Coordination of the quality assurance process. In addition to reviewing testing done by the QA team.
-Documentation of desktop procedures, best practices, minor development document, post implementation analysis.
-Continuous improvement of the processes, reduction of risk and process streamlining.
-Handling of field office inquiries directed to us by phone, inquiry tracking system or email.
-Analyze metrics reporting, assure relevance and adjust as needed. React to trends and modify processes accordingly

Contact Kofi Anim at 917.514.9808 if interested

We offer referral fees for anyone you can refer!!

Job Type: Contract

Pay: $30.00 - $33.00 per hour

Schedule:

• 8 hour shift
• Monday to Friday

Experience:

• Requirements analysis: 2 years (Required)

Work Location: One location

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