- Greenville, South Carolina, United States
- On-site
- Full-time · Entry
- $23–$31 per year
- 3+ years
The US Wealth Operations Specialist I is an introductory role to Wealth that performs specialized operational tasks in support of one or more US Wealth Management lines of business.
Compensation
$23.25 - $30.75 USD
Responsibilities
- Performs basic administrative support tasks while maintaining excellent quality in reporting and responding to clients both internal and external
- Ensures transactions are confirmed and entered in system, according to established policies and procedures for each type of transaction
- Resolves problems with transactions by communicating directly with client facing advisors, clients and 3rd parties advisors
- Prepares detailed information and reports on transactions and accounts as needed
- Provides direction and answers to basic questions as needed
Requirements
- Undergraduate Degree or High School Diploma
- Nice to have: SIE & Series 99 registration