Job Description

Reference # : 17-13077Title : Operations & Service Specialist
Location : New York, NY
Position Type : Contract
Experience Level : Start Date / End Date : 01/15/2018 / 07/06/2018
Assignment Detail
Industry:InsuranceJob Category:IT Operations / Infrastructure
Operations & Service Specialist

Find your next opportunity in the Financial Services Industry. Eclaro is looking for an Operations & Service Specialist for our client in Madison, NY.
Eclaro's client is one of the largest mutual life insurance companies and provides long-term care insurance, mutual funds and retirement-plan services across the US. If you’re up to the challenge, then take a chance at this rewarding opportunity!
The Operations & Service Specialist will be charged with providing operational support and a superior service experience to the Client and their clients. As a member of Client's Wealth Management division, Eagle Strategies LLC, the Operations & Service Specialist will have the opportunity to work closely with both internal and external business partners. This broad level of exposure will allow the individual to quickly learn the managed account business. The skill sets and experiences attained through this role will be invaluable throughout the individual's career.

  • Review and process managed account applications and service requests
  • Proactively respond to inquiries from Eagle Strategies Advisors
  • Assist the Internal Consultant and Portfolio Specialist Teams with new cases by providing operational expertise
  • Work with Eagle Strategies business partners to ensure that technology workflows are operating correctly and efficiently
  • Identify and resolve operational and compliance issues that may arise during daily activities
  • Proactively identify process improvements and work Manager to implement the solutions in an effort to build efficiencies and increase productivity

  • Bachelor Degree
  • 0-2 years of relevant experience
  • Knowledge of the managed account industry
  • Proficiency with Microsoft Office
  • Strong customer service skills and comfort with inbound/outbound calls
  • Schedule flexibility and strong work ethic.
  • Work closely with internal and external business partners to ensure adherence to SLA's and regulatory standards.
  • Proactively reviews and processes new managed account applications and service requests.
Problem Solving:
  • Ability to troubleshoot and resolve operational challenges (cashiering issues, system problems, etc).
Decision Making/ Nature of Impact:
  • Constantly seeks opportunities to improve existing processes in an effort to build a scalable and impactful service model.
Communication Requirements:
  • Ability to explain complex operational situations to advisors, clients, and internal business partners
Business Knowledge:
  • Expertise on the operational systems that support Eagle Strategies' Managed Account business.
  • Deep knowledge of the operational procedures

  • Series 7 license

If hired, you will enjoy the following Eclaro Benefits:
  • 401k Retirement Savings Plan administered by Merrill Lynch
  • Commuter Check Pretax Commuter Benefits
  • Eligibility to purchase Medical, Dental & Vision Insurance through Eclaro

Interested in applying?
Contact Eileen Sares at now.

Equal Opportunity Employer: Eclaro values diversity and does not discriminate based on Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

Application Instructions

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