Operations Liaison
Job Category: Private Wealth Management
Full-Time
On-site
Little Rock, AR 72201, USA
Description
Essential Duties And Responsibilities
- Answer e-mail, phone calls and work as a liaison between our Financial Consultants and Sales Assistants and the middle office.
- Resolve operational problems of all magnitudes in a timely and efficient manner while maintaining Financial Consultant and Sales Assistant goodwill.
- Maintain files of confidential and routine material and information.
- Assist assigned sales staff in resolution of routine problems with accounts by researching and compiling appropriate information for their use.
- Backup to the PCG Loan Desk team.
- Perform other duties as required by management
Education And/Or Experience
Bachelor's degree or equivalent; or four to seven years related experience and/or training; or equivalent combination of education and experience.
Computer Skills
To perform this job successfully, an individual should have strong computer skills including working knowledge of Microsoft Excel, Word, E-mail and the Internet. Ability to learn and utilize industry specific software programs.
Certificates, Licenses, Registrations
Registrations will be required within 6 months of employment, 7 and 66 (63 and 65).
Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.