Financial Operations Associate

• Client Facing Communication & Service: Enthusiastic Patient Respectful Empathetic.
• Client Information Management: Accuracy Documentation & Follow up.
• Compliance & Procedural Discipline: Attention to Detail - Error Free Work.
• Team Collaboration & Communication: Willingness Clear and Concise Active Listener.
• Professionalism: Conduct Presentation Interactions.
• Workflow Ownership: Proactive Reliable and Organized.
• Values Alignment: Integrity Service Minded Stewardship Humility/Teachability Empathy and Respect.

• Develop a cohesive and efficient working relationship with assigned financial advisor(s).
• Develop and support professional relationships with clients via phone email and in-person.
• Prepare forms and other materials for client meetings as needed or directed.
• Process required paperwork for client account set-up and investment implementation.
• Complete tasks within the SLA (service level agreements).
• Complete tasks using internal processes timelines and standard operation procedures.
• Communicate effectively to assigned advisors team members and other departments.
• Provide ongoing customer service for specific client requests and for online account access.
• Schedule client meetings and appointments.
• Maintain client database including updates changes in status and client requests.
• Maintain compliance with broker/dealer and regulatory requirements.
• Work as a team member including backup for other members when assigned.
• Perform front-desk backup including answering phones and greeting guests.
• Attend mandatory team and company meetings.
• Participate in and aid with company events (sometimes outside of normal work hours).
• Other duties as assigned.

• 1-3 years of financial industry experience preferred.
• High school diploma required.
• Bachelors or Associates degree in business administration finance or accounting preferred.
• Consistent and exceptional attention to detail.
• Exceptional transactional accuracy and procedural discipline.
• Professional and positive attitude geared to serving clients.
• Strong desire to deliver superior client service.
• Excellent phone etiquette and interpersonal communication skills.
• Highly ethical team player: desire to work in small team environment with collaboration.
• Proficiency with Microsoft Office including Excel Word and Outlook.
• Ability to work at a standard workstation.

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Founded in 1901 MRA is a nonprofit employer association that serves more than 4000 employers covering more than one million employees.

As one of the largest employer associations in the nation MRA helps its member organizations thrive by offering the most comprehensive assortment of HR services information education and resources to help build successful workplaces and a powerful workforce.

We partner with these companies working directly with their HR department and leadership to hire their talent. We are a direct line to the company not an agency recruiter.