Sr. Operations Associate, Specialized Strategies

The Operations Representative is responsible for enrolling clients in complex investment strategies, working closely with various teams. This is a Full-Time, Non-Exempt position that requires in-office work in either Dallas, Texas or Indianapolis, Indiana.

Requirements

• Hyper-extreme attention to detail
• Minimum 3 years of experience in the financial services industry and 1 year of experience as a Client Operations Representative
• Passion for excellent service and client satisfaction
• Ability to multi-task and prioritize work daily
• Excellent verbal and written communication skills
• Strong organizational, problem-solving, and analytical skills
• Strong team player and approachable
• High degree of professionalism
• Proficient with Microsoft Office applications as well as client relationship management (CRM) and document management workflow systems

Benefits

• Medical: Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates
• Dental insurance with MetLife
• Vision insurance with VSP
• Optional supplemental benefits
• Healthcare savings accounts with company contribution
• Flexible spending accounts
• Flexible working arrangements
• Generous 401K contributions
• Exempt associates qualify for our flexible paid time off policy
• Non-Exempt associates will receive 15 days of paid time off annually during the first three years of employment
• 11 Paid Holidays
• Option to participate in our Equity Purchase Program
• Future growth opportunities within the company