Operations Specialist (Level III)

Location: Pennington
Posted on: June 23, 2025

Job Description:

- ASAP start - Training Schedule: Onsite 5 days/week for first 5-6 weeks then will move to normal work schedule. - Work Schedule: Hybrid (3 days onsite, 2 WFH); 8:30a-5p EST Job Description: Operations Analyst Brokerage Onboarding and Maintenance supports the onboarding and maintenance related functions for brokerage accounts. The Account Management Ops Representative will provide support to the branch office. Team functions include documentation review and activating brokerage account traits. Support can be provided by working cases or taking internal phone calls from the branch office for more escalated items. Responsibilities include: - Respond to phone calls on the internal line. Work cases in SRP and ASAP - Review documentation for completeness and accuracy - Decision cases while putting the client and branch office in the forefront while managing risk. Required Skills: - Proven decision-making skills, and the ability to effectively manage risk. - Proven track record delivering for internal and/or external clients. Strong organizational and teamwork skills - Results oriented; driven and ambitious - Must be flexible with schedule (Operational hours are 8:30 AM 5:00 PM)Quick learner and self sufficient - Demonstrates initiative while working independently Desired Skills: - Experience with brokerage account operations and systems

Keywords: , Hamilton , Operations Specialist (Level III), IT / Software / Systems , Pennington, New Jersey