TTI of USA ยท 1 day ago
Client Operations Analyst - Non Exempt
TTI of USA is a company in the financial services industry looking for a Client Operations Analyst. This role involves building client relationships, completing daily tasks, and ensuring compliance with procedures while collaborating with team members in a fast-paced environment.
Bookkeeping and PayrollCRMDeliveryHuman ResourcesInformation TechnologyStaffing Agency
Responsibilities
Review cash transactions using risk-based rules to protect clients
Assess balances and holdings, applying regulatory and internal procedures as the last line of defense
Collaborate with the team to process high-volume tasks in a fast-paced environment
Qualification
Required
Fast learning and able to self-teach as they grow in the role
Quick with a PC, typing, shortcuts, navigating screens, etc
Attention to detail and critical thinking as it relates to decision making pertaining to risk
A strong work-ethic as hours can be long at times
Proficiency with Microsoft Office applications
Someone who enjoys working collaboratively in a team environment, solving problems, and providing excellent client service
Ability to multi task
Focus on client experience
Risk reduction
Associate's or Bachelors degree
Preferred
Experience in finance
Experience in operations
Experience with margin