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TTI of USA · 18 hours ago

Client Operations Analyst - Non Exempt

Lake Mary, FL

Full-time

Onsite

New Grad, Entry Level

$21/hr - $26/hr

TTI of USA is a company in the financial services sector, and they are seeking a Client Operations Analyst. This role involves building client relationships, assessing account balances, and ensuring the timely completion of assigned tasks while adhering to regulatory rules and internal procedures.

Bookkeeping and PayrollCRMDeliveryHuman ResourcesInformation TechnologyStaffing Agency

Responsibilities

A specialist associate on our Asset Movement Operations - Retirement team is trained to review cash and securities transactions, risk-based rules in line with Internal Revenue Service and the Department of Labor to make quality decisions to minimize risk to clients

In this role you will assess account balances and holdings, review supporting documentation, and use knowledge of regulatory rules and internal procedures to assess work items, often as the last line of defense

You will work in a collaborative environment with other team members to complete high-volume tasks in a fast-paced environment and may assist and train other members of the team

The specialist also interacts directly with clients via phone and email to provide support on processes and systems related to the job function

Qualification

Microsoft Office proficiencyRisk ReductionClient experience focusAttention to detailMultitaskingExperience in financeExperience in operationsExperience in retirement plansFast learningTeam collaborationCritical thinkingProblem solvingWork ethic