Operations Specialist - Non-ACAT Transfers

Operations Specialist Non-Acat Transfers

Facet is looking for an Operations Specialist focusing on Non-ACAT Transfers to join our innovative financial services team. In this role, you will play a critical part in facilitating non-ACAT transfers for our members, ensuring a smooth transition and exceptional service throughout the process. Your expertise in handling transfer requests and providing outstanding member support will be key to enhancing our members' experience and helping them succeed in their financial journeys.

Key Responsibilities :

• 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.