***MUST have financial or banking experience along with experience in RIA (Regulatory Impact Assessment) from a tax and compliance perspective.
TSR is a premier National U.S. Staffing company with over 50 years of staffing excellence.
Our client, a leading financial services company is hiring an Operations Analyst - Banking operations for a contracting role. MUST have proficient PC skills, particularly MS Office, Windows, Salesforce and Adobe Acrobat.
Pay: $39-40/hour W2
Responsibilities:
Assist in preparing, tracking, and managing all client subscription documents and relevant paperwork alternative investments
Serve as liaison between clients and external investment sponsors, ensuring timely resolution of client paperwork issues and a seamless onboarding experience
Answering account documentation inquiries and establish client accounts on firm systems
Verify that all documentation received from the client comply with regulatory and compliance standards
Maintaining workflow procedures and onboarding documentation
Communicate and work closely with client-facing Service and Sales teams to provide high quality service
Work on special projects as necessary (e.g. automation related projects, new business lines)
Cultivate a service environment targeted towards enhancing the client onboarding experience
Monitor and escalate onboarding issues to ensure a high quality response to clients
Extremely detail oriented
Process oriented
Handle sensitive client data
Ability to deliver superior client service to internal and external clients
Can multitask and work well under pressure and in a fast-paced environment