Operations & Service Representative
linkedinFalls Church, VA
Operations & Service Representative
linkedinFalls Church, VA
today
Industries
Trust, Fiduciary, and Custody ActivitiesPortfolio Management and Investment AdviceTrusts, Estates, and Agency AccountsAbout the role
Role Summary:
Entry-level role responsible for executing core operational and service functions that support SEIA advisors and their clients. This position focuses on accuracy, timeliness, and foundational knowledge development across custodial and platform systems.
Key Responsibilities:
Execute high-volume, standardized operational tasks (account opening, maintenance, transfers, cash movements)
Maintain and update client and account data across systems (Salesforce, Tamarac, custodians)
Process service requests from advisors and clients with defined procedures
Monitor workflows, alerts, and queues to ensure timely completion of tasks
Identify errors or discrepancies and escalate appropriately
Support operational needs across Schwab, Fidelity, AssetMark, SEI, CAIS, iCapital, insurance, and brokerage platforms
QUALIFICATIONS:
- Bachelor's Degree (BA) from four-year college or university, or 0 to 2 years of related experience and/or training, or equivalent combination of education and experience.
- Computer skills required: Spreadsheet Software (Excel); Order Processing Systems; Word Processing Software (Word); Electronic Mail Software (Outlook); Presentation software (PowerPoint); and CRM software.
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JOB OVERVIEW
Experience level
Junior
Location
Falls Church, VA
Occupation
Office Clerks, General
Industry
Trust, Fiduciary, and Custody Activities
Posted
today
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