Operations Specialist

DTG Consulting Solutions, Inc.

Provide operational support and a superior service experience to Investment Advisor Representatives and their clients.

The Specialist will be charged with providing operational support and a superior service experience to Investment Advisor Representatives and their clients. As a member of the Wealth Management division, the Specialist will have the opportunity to work closely with both internal and external business partners. This broad level of exposure will allow the individual to quickly learn the managed account business. The skill sets and experiences attained through this role will be invaluable throughout the individual's career.

Responsibilities:
• Review and process managed account applications and service requests
• Proactively respond to inquiries from Representatives
• Assist the Internal Consultant and Portfolio Specialist Teams with new cases by providing operational expertise
• Work with business partners to ensure that technology workflows are operating correctly and efficiently
• Identify and resolve operational and compliance issues that may arise during daily activities
•Learn and maintain a strong working knowledge of multiple systems, products and services and provide overflow assistance for processing areas
•Handle incoming calls on all product types (stocks, bonds, mutual funds)
• Proactively identify process improvements and work Manager to implement the solutions in an effort to build efficiencies and increase productivity

Qualifications:
• Bachelor Degree
• 0-2 years of relevant experience
• Knowledge of the managed account industry
• Proficiency with Microsoft Office
• Strong customer service skills and comfort with inbound/outbound calls
• Schedule flexibility and strong work ethic.
• Series 6 or 7 is a plus