Inclusively is partnering with a financial services company to hire a Operations Associate.

ABOUT INCLUSIVELY:

Inclusively is a digital tech platform that connects candidates with disabilities, who may benefit from workplace accommodations, to inclusive employers. This includes all disabilities under the ADA, including mental health conditions (e.g. anxiety, depression, PTSD), chronic illnesses (e.g. diabetes, Long COVID), and neurodivergence (e.g. autism, ADHD). Applicants with one or more of these conditions are encouraged to apply; Inclusively does not require applicants to disclose their specific disability.

Salary$37,600 - $42,000 USD Annually

The Operational Associates in ATS perform a variety of functions and services for our Company Advisor Services and Investor Services client groups. This includes but is not limited to processing transfer paperwork, reviewing assets for acceptability to transfer, communicating directly with clients, business partners, and other financial institutions.

What you have

Required:

• Experience working with multiple systems in a dual monitor environment, and strong computer skills (including Microsoft Office products) are required
• Be flexible to switch gears throughout the day to assist with meeting critical cut-off times or high-volume processing spikes
• The ability to provide excellent customer service on inbound and outbound calls and via written communication, while also building and sustaining positive relationships with clients and internal business partners
• Maintain a high degree of accuracy while meticulously processing each transfer request in a timely manner
• The desire and ability to work cooperatively & collaboratively with others on the team, in the department, and with leadership.

Preferred experience:

• Experience with operations/back office support in financial services or banking
• Experience with customer service in a environment where attention to detail is critical

Job Type: Full-time

Pay: $37,600.00 - $42,000.00 per year

Schedule:

• Monday to Friday

Work Location: In person