Job Description
Your role
Are you incredibly organized with an eye for detail Do you know how to take care of business
We are looking for someone like that who can :
We are seeking a proactive and detail-oriented leader to serve as a Mutual Funds Core Processing Specialist, responsible for guiding and overseeing the Mutual Fund Operations teams. This role is pivotal in ensuring operational excellence, resolving complex mutual fund and 529-related issues, and managing escalations with precision and care.
We're looking for a [AD] to: AD
Key Responsibilities:
Lead resolution of complex mutual fund and 529-related client issues, ensuring high-touch service delivery for top-tier advisor teams.
Manage and triage escalations from advisors and internal stakeholders, driving timely and effective resolution.
Investigate and resolve breaks and discrepancies, escalating as needed to maintain service continuity.
Overs...
Are you incredibly organized with an eye for detail Do you know how to take care of business
We are looking for someone like that who can :
We are seeking a proactive and detail-oriented leader to serve as a Mutual Funds Core Processing Specialist, responsible for guiding and overseeing the Mutual Fund Operations teams. This role is pivotal in ensuring operational excellence, resolving complex mutual fund and 529-related issues, and managing escalations with precision and care.
We're looking for a [AD] to: AD
Key Responsibilities:
Lead resolution of complex mutual fund and 529-related client issues, ensuring high-touch service delivery for top-tier advisor teams.
Manage and triage escalations from advisors and internal stakeholders, driving timely and effective resolution.
Investigate and resolve breaks and discrepancies, escalating as needed to maintain service continuity.
Overs...
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