Field Operations Associate
WebChart
Operations Specialist – Non-ACAT Transfers
Facet
full-time
Posted on:
Location Type: Remote
Location: Remote • 🇺🇸 United States
Visit company websiteSalary
💰 $60,000 - $75,000 per year
Job Level
JuniorMid-Level
About the role
- Assist members with the non-ACAT transfer process, providing clear guidance and support.
- Communicate effectively with members to understand their needs and address any inquiries related to their account transfers.
- Work closely with custodians and financial institutions to manage the transfer request workflow and resolve any issues that arise.
- Monitor the status of transfers and proactively update members on their progress.
- Maintain accurate records of transfer requests and member communications.
- Identify process improvements to enhance efficiency and member satisfaction.
Requirements
- 2+ years of experience in financial services or investment operations, with a focus on account transfers preferred.
- Strong understanding of non-ACAT transfer processes and the related regulatory framework.
- Excellent communication and interpersonal skills to effectively engage with members and address their needs.
- Detail-oriented with strong organizational skills to manage multiple transfers simultaneously.
- Ability to work independently and collaboratively within a fast-paced environment.
- Proficient in technology and software tools, including CRM systems and Microsoft Office Suite.
- Must be able to meet and consistently maintain the minimum WiFi standards in order to efficiently work in the Company’s environment, and effect quality online connections
- A minimum of 15+Mbps upload speed, 50Mbps download speed, and a latency of under 100
- If these WiFi speeds are not met, it will be the employee’s responsibility to troubleshoot and potentially upgrade to meet the minimum speed
Benefits
- $60,000-$75,000 base salary + bonus
- Equity
- Flexible PTO
- All the benefits: medical, dental, and vision insurance, 401(k) with employer match, short and long term disability coverage (paid by Facet), life insurance options and paid parental leave
- Certification reimbursement program
- Work from anywhere in the US
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
non-ACAT transfer processesaccount transfersfinancial servicesinvestment operations
Soft skills
communication skillsinterpersonal skillsorganizational skillsdetail-orientedability to work independentlycollaborative skills
