Banking Operations Support jobs in United States
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eTeam · 4 hours ago

Banking Operations Support

positionColumbus, OH
timeContract
remoteHybrid
seniorityNew Grad, Entry Level
money$22/hr - $22/hr

eTeam is seeking an Associate in Wealth Management Operations to provide support to high profile Financial Advisors and their support staff regarding Alternative Investment transactions. The role involves handling inquiries, managing cases, and ensuring accurate and timely responses to financial advisors and branch employees.

Information Technology
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Growth Opportunities
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H1B Sponsor Likelynote

Responsibilities

Establish and nurture effective relationships to deliver world-class client service by handling inquiries via phone and managing cases from financial advisors and branch employees concerning Alternative Investments products, ensuring all responses are accurate and timely
Adhere to established procedures by efficiently routing processing requests to the designated teams and escalate inquiries for further research when necessary to ensure comprehensive solutions
Consistently achieve team and departmental service goals as set forth by management, actively contributing to the organization’s ongoing success and client satisfaction
Recognize risk in day-to-day processes to draw out the key issues and contribute to process improvements

Qualification

Customer service experienceFinancial industry familiarityRelationship buildingProblem solvingCommunication skills

Preferred

Bachelors degree preferred
Experience in the customer service space and/or familiarity with the financial industry

Company

eTeam

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Glassdoor4.0
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eTeam is a staffing agency that also provides payrolling services.
dateFounded in 1999
location
Somerset, New Jersey, USA
people-size501-1000 employees
web-link
http://www.eteaminc.com

H1B Sponsorship

eTeam has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (36)
2024 (205)
2023 (11)
2022 (7)
2021 (24)
2020 (25)

Funding

Current Stage
Late Stage
Total Funding
unknown
2023-12-04Acquired

Leadership Team

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Swetta Bhatt
CEO APAC & India
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Aanchal Thakur
Founder and Global Director-Strategic Accounts
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