Wealth Management Brokerage Services Associate - St. Paul, MN

Company: Kforce
Location: Saint Paul
Posted on: April 4, 2021

Job Description:

Kforce has a client seeking a Investment Operations Specialist in Saint Paul, MN.Responsibilities:

• Provides quality support to investment sales staff, other internal staff, customers and Compliance by responding to and resolving issues, researching requests, and compliance questions associated with operational processing of investment related products and services
• Supports all investment operations' procedures, and acts as liaison between back and front office and other staff. Isolates and identifies source of problems
• Provides timely resolution to problems to adhere to regulatory requirements and service level agreements
• Follows up with internal or external customers ensuring problem resolution
• Develops and maintains documentation of all activities Requirements
  • Analytical ability
  • Communication skills
  • Critical thinking/problem solving capability
  • Interpersonal skills
  • Well-organized
  • Self-starter
  • Teamwork/collaborative
  • Time managementKforce is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status. Know someone perfect for this role? Recommend your friends and make money when they're hired using our app, KFORCEconnect. The more you refer, the more you earn! Download the app today to Connect. Refer. Get Paid. Kforce is a solutions firm that builds and manages expert teams in technology and finance & accounting. We deliver on our client's objectives by combining a global knowledge force with flexible delivery and an unmatched drive for excellence. Kforce not only serves as a trusted partner to our customers, providing next level insights and powerful results, but also offers many consultants comprehensive benefits including medical, dental, 401(K), life insurance and disability. Kforce is a professional staffing services firm specializing in flexible and direct hire staffing in Technology and Finance & Accounting, engaging over 23,000 highly skilled professionals annually with more than 4,000 customers.

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