Operations Liaison

Operations Liaison

Job Category : Private Wealth Management

Full-Time

On-site

Little Rock, AR 72201, USA

Description

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Answer e-mail, phone calls and work as a liaison between our Financial Consultants and Sales Assistants and the middle office.
• Resolve operational problems of all magnitudes in a timely and efficient manner while maintaining Financial Consultant and Sales Assistant goodwill.
• Maintain files of confidential and routine material and information.
• Assist assigned sales staff in resolution of routine problems with accounts by researching and compiling appropriate information for their use.
• Backup to the PCG Loan Desk team.
• Perform other duties as required by management

EDUCATION AND / OR EXPERIENCE

Bachelor's degree or equivalent; or four to seven years related experience and / or training; or equivalent combination of education and experience.

COMPUTER SKILLS

To perform this job successfully, an individual should have strong computer skills including working knowledge of Microsoft Excel, Word, E-mail and the Internet. Ability to learn and utilize industry specific software programs.

CERTIFICATES, LICENSES, REGISTRATIONS

Registrations will be required within 6 months of employment, 7 and 66 (63 and 65).