Senior Operations Specialist

Major Duties And Responsibilities: Ability to work in a dynamic environment, where the roles and responsibilities are evolving in response to the implementation of new processes and procedures. Perform setup and maintenance activities for all requests received related to products and services administered within the department. Identify and communicate opportunities for process improvement and efficiency. Executes standard, scheduled transactions/processes utilizing standard procedures. May have specific responsibility for specialized product or functional area. Provides responses and documentation to inquiries and ad hoc requests. Provides feedback on workflow and work received. Demonstrates proficiency with CRM application, including but not limited to workflow design, integrations, and problem resolution. Reconcile reports, exceptions, and validation of transactions. Responsible for daily quality control, managing error rates, exception review processing and daily reporting. Effective communication with advisors and other operational groups to resolve various account discrepancies. Demonstrate expertise in the areas of technical functions, research of issues, critical thinking, problem solving, independent decision making and effective communication. Interact with custodians as necessary to resolve discrepancies. Promotes and implements best practices in the application of policies, processes, procedures, and other elements of governance affecting operational risk throughout the organization. Participates in projects as needed.