Facet is looking for a 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.
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
Top Skills
What We Do
We believe financial planning, when done right, is essential to living well. That’s why we created Facet. Our mission is to improve the lives of millions of Americans by offering impartial and valuable financial advice and services at an affordable membership fee.
Disclosures: https://facetwealth.com/legal-documents/social-media-disclosure/
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