New Accounts Operations Specialist

This position is responsible for all aspects of investment account servicing and problem solving for high net worth clients and intermediaries. There is heavy client service and custodian interaction with a very high-volume of email and telephone communication. Individual must be able to work both independently with excellent time management skills as well as collaborate and effectively interact as a team member. This is a high-pressured, deadline-oriented position that requires a high level of diplomacy and integrity. Essential Job Functions for the Account Operations Specialist will include: Submitting and following up on all client requested money movement ensuring accurate processing, troubleshooting and resolving any discrepancies, reviewing and delegating tasks, auditing accounts, facilitating new account funding, resolving deposit issues, partnering with the accounting department, working closely with the Compliance Department, supporting client services, and facilitating relationships with business partners.