Job Information
ICONMA, LLC Operations Specialist III in United States
Our Client, a Banking company, is looking for an Operations Specialist III for their Pennington, NJ/Chandler, AZ/Hybrid location. Responsibilities:
Complete client onboarding activities for performance platforms
Review and validate performance data and returns on performance platforms
Supports Merrill Institutional Consultant inquiries
Requirements:
Previous experience supporting an operational function at a financial institution
Knowledge of investment products and vehicles
Previous customer service experience
Intermediate proficiency in excel required
Relevant coursework in finance a plus
Previous experience working for a broker dealer or supporting a financial advisory team.
Why Should You Apply?
Health Benefits
Referral Program
Excellent growth and advancement opportunities
As an equal opportunity employer, ICONMA provides an employment environment that supports and encourages the abilities of all persons without regard to race, color, religion, gender, sexual orientation, gender identity or express, ethnicity, national origin, age, disability status, political affiliation, genetics, marital status, protected veteran status, or any other characteristic protected by federal, state, or local laws.