Service & Operations Process Trainee
Core
Process trainee supporting financial advisors and clients by resolving service requests, verifying account information, and ensuring timely case resolution.
Role type
entry-level operations process associate
Builds
operational support for financial advisors and client service workflows
Domain
financial services / wealth management
Required skills
case management, MS Office proficiency, data verification, stakeholder coordination, process adherence, documentation review, request approval/rejection, deadline management
Preferred skills
brokerage experience, financial services industry knowledge
Responsibilities
process service request cases according to defined procedures and deadlines, coordinate with US home office for missing information, review supporting documentation, approve or reject service requests with rationale, participate in operational training and team meetings
Seniority
entry-level, trainee