Operations Specialist

$43,742 - $43,742/Yr

Tailored Management - Jacksonville, FL

Full-time - Mid Level

Jacksonville, FL

Professional, Scientific, and Technical Services

About the position

We are seeking a highly organized and proactive Operations Analyst to join our Wealth Management Operations—Bannering Operations team. The ideal candidate will be an individual contributor responsible for supporting the operations of a small unit or work team, primarily focusing on Brokerage branch offices and Private Bank Client teams. The role involves assisting with daily functions, making strategic decisions, and collaborating with internal and external partners to ensure seamless operations and client satisfaction. In this position, you will support Brokerage branch offices with Bannering and the visibility of clients' Bank relationships. You will also assist Private Bank Client teams with transitioning clients into or out of Private Bank services. Collaboration with partners across and outside the organization will be essential to achieve business goals. You will be expected to make strategic decisions, prioritize tasks, and manage your time effectively to exceed line-of-business objectives. Additionally, you will disseminate information regarding policies, procedures, roles, responsibilities, and regulatory requirements. Identifying and implementing process improvements to enhance work efficiency and effectiveness will be a key part of your responsibilities. This role requires a strong commitment to client satisfaction and ownership of service delivery, along with excellent organizational skills and a keen attention to detail.

Responsibilities

• Support Brokerage branch offices with Bannering and the visibility of clients' Bank relationships.
• Assist Private Bank Client teams with transitioning clients into or out of Private Bank services.
• Collaborate with partners across and outside the organization to achieve business goals.
• Make strategic decisions, prioritize tasks, and manage time effectively to exceed line-of-business objectives.
• Disseminate information regarding policies, procedures, roles, responsibilities, and regulatory requirements.
• Identify and implement process improvements to enhance work efficiency and effectiveness.

Requirements

• Strong commitment to client satisfaction and ownership of service delivery.
• Excellent organizational skills with keen attention to detail and a focus on quality.
• Strong analytical and problem-solving abilities, with a capacity to think beyond checklists.
• Demonstrated cooperative and professional work ethic.
• Effective written and verbal communication skills, with the ability to tailor messaging to the audience, actively listen, and provide timely follow-up.
• Professional demeanor, with the ability to demonstrate patience, composure, and a client-centric attitude.
• Ability to empathize with client needs and devote time and effort to satisfying their requests.
• Strong problem-solving and decision-making skills, with the ability to think analytically, apply diverse research skills, and develop multiple resolutions.
• Flexibility to handle multiple projects and daily tasks in a dynamic environment, adapting to new approaches that improve overall efficiency.
• Self-starter behavior with a willingness to help others and take the initiative.

Nice-to-haves

• Risk-based decision-making skills.
• Strong interpersonal skills with the ability to work effectively in a team-based environment.
• Proficiency in managing email communications efficiently.

Benefits

• Health insurance
• Dental insurance
• Vision insurance
• Employee assistance program
• Referral program