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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.

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