Cnect

Operations Professional

Cnect

full-time

Posted on:

Location Type: Hybrid

Location: Saint Cloud • Minnesota • United States

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Salary

💰 $23 - $33 per hour

About the role

  • Provide high-level operational, customer service, and administrative support in our Clearing Services department.
  • Be responsible for daily processing of work associated with the department. This may include journal entries, account processing, payment solutions, etc.
  • Respond to telephone/email/chat or written correspondence inquiries from internal and external customers including registered representatives regarding account status, account changes and process.
  • Perform research as requested on customer accounts.
  • Partner with other team members to ensure financial professionals experience consistent, high-quality customer service.
  • Comply with processes and procedures of the team and regulatory requirements.
  • Responsible for mid to high level escalations partnering with department leadership to resolve issues with clients / Advisors.
  • Train and mentor other Senior/Operations Professionals
  • Manage workflow and productivity of the team, escalating to Leadership as necessary.
  • Maintain department documentation
  • Know how to access written supervisory procedures (WSPs) for the teams and processes supported
  • Act as a Subject Matter Expert for the department
  • Other duties as assigned.

Requirements

  • High School Diploma or GED
  • 3 years of experience in the financial industry
  • 3 years of experience with MS Office tools
  • Licensing (if applicable)
  • Ability to multi-task
  • Flexible and adaptable to change
  • Strong communication and organizational skills
  • Positive role model to colleagues
  • Highly responsive to coaching and training
  • Independent; able to work and resolve complex issues with minimal guidance
  • Ability to learn quickly and multi-task effectively in a fast-paced environment
  • Team player attitude
  • Energetic and results-oriented
  • Interest in coaching and mentoring others
  • Demonstrated experience delivering excellent problem resolution, organizational and follow-up skills
  • Ability to multi-task while staying on track with regulatory deadlines, field inquiries, and internal assignments.
  • Bachelor’s Degree
Benefits
  • Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
  • Easy access to mental health benefits to meet our team members and their families where they are.
  • 20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
  • 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
  • Paid parental leave to support all team members with birth, adoption, and foster.
  • Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
  • Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
journal entriesaccount processingpayment solutionscustomer account researchworkflow managementregulatory compliancedocumentation maintenanceproblem resolutionmulti-taskingfinancial industry experience
Soft Skills
strong communication skillsorganizational skillsteam playerflexibilityadaptabilitycoachingmentoringindependenceenergeticresults-oriented
Certifications
High School DiplomaGEDLicensing