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CRC Specialist

WSNe Inc

This is a Full-time position in Weehawken, NJ posted September 27, 2021.

Your role
Are you incredibly organized with an eye for detail? Do you know how to solve problems and increase efficiencies? Do you know how to take care of people? Are you skilled at gracefully resolving issues? We’re looking for someone like that to:

– Establish yourself as a trusted partner for existing clients
– Answer clients’ questions about things like day-to-day use of our platform and the investment process
– Facilitate smooth onboarding and training for new users
– Act as the point of contact between clients and our technical support and development team
– Be on the lookout for ways to improve processes, reduce risks, strengthen controls and increase customer satisfaction
– Support the day to day operations for all Advisory programs and manage escalations easily and efficiently
– Mitigate risk by identifying control gaps and proposing solutions
– Identify opportunities to streamline and automate processes
– Provide consistent and thorough client service
Your team
You’ll be working in the Wealth Management USA – Billing Operations team in Nashville. We provide operational support for billing across all Advisory Programs and various products including Retirement Plan Consulting Service, Institutional Consulting, Financial Planning and Mutual Funds. Billing function can include invoice generation, payment processing, outstanding income reporting, reconciliation and responding to compensation questions from branch employees, clients, and product owners.
Your experience and skills
You have:
– Previous client services experience, within the financial services industry
– A passion for dealing with clients, strong numerical skills and an understanding of managed accounts
– The proven ability to build, maintain and enhance relationships at all levels
– A minimum of 1-2 years of experience in Advisory Operations
– Ability to multitask and prioritize workload to meet deadlines
– Strong sense of urgency and attention to detail
– Collaborate easily with cross-functional colleagues including product and technology
– Strong analytical, problem-solving and synthesizing skills (you know how to figure stuff out)
– Vestmark knowledge preferred

You are:
– Comfortable working with internal and external clients
– Skilled at looking for ways to improve (you’re a keen observer and problem solver) Excel at identifying areas for efficiency and implementing solutions
– An excellent communicator (both written and verbal) with strong interpersonal skills
– A flexible, resilient team player with a positive attitude who adapts easily to change