What are the responsibilities and job description for the Operations Specialist position at Crew?
Duration: FTE
Location: MO-St. Louis
Overview: Crew helps our clients deliver change through IT project delivery, business process improvement, and operational efficiency efforts. Our high-performing consultants are natural leaders who manage a wide range of responsibilities that vary from assignment to assignment. Our consultant training programs, investment in career development, and premier client portfolio ensure constant challenge and rapid growth for our employees. Crew process improvement associates measure and document customer satisfaction, cost and time reduction, and quality improvement processes and develop strategies to improve them.
Responsibilities
At Turnberry, we are committed to creating a positive and connected work environment for all and are fully invested in and focused on hiring and growing a diverse team of high performers. We believe that uniqueness in ideas, experiences, and backgrounds make us a better Turnberry: Turnberry is an Equal Employment Opportunity employer, and recruits, employs, trains, compensates, and promotes regardless of age, ancestry, family medical or genetic information, gender identity and expression, marital, military, or veteran status; national and ethnic origin; physical or mental disability; political affiliation; pregnancy; race; religion; sex; sexual orientation; and any other protected characteristics.
Americans With Disabilities Act (ADA)
Turnberry will provide reasonable accommodation with our application process upon request as required to comply with applicable laws. If you have a disability and require accommodation assistance in this application process, please send an email to our Human Resources department at turnberryhr@turnberrysolutions.com.
Onsite work expected - Day 1
Location: MO-St. Louis
Overview: Crew helps our clients deliver change through IT project delivery, business process improvement, and operational efficiency efforts. Our high-performing consultants are natural leaders who manage a wide range of responsibilities that vary from assignment to assignment. Our consultant training programs, investment in career development, and premier client portfolio ensure constant challenge and rapid growth for our employees. Crew process improvement associates measure and document customer satisfaction, cost and time reduction, and quality improvement processes and develop strategies to improve them.
Responsibilities
- Review, research, and support processing of pricing exception requests submitted by branch teams
- Validate information provided by branches to ensure requests meet established pricing guidelines and eligibility requirements
- Collaborate with branch teams and stakeholders to obtain additional information, clarify requirements, and facilitate timely resolution of pricing-related requests
- Support pricing-related projects, enhancements, process improvement initiatives, and operational workflows
- Document actions, decisions, and supporting information consistent with established controls, policies, and procedures
- Analyze data and business requirements to support pricing initiatives and operational decision-making
- Respond to inquiries regarding pricing-related processes, requirements, and request statuses
- Identify opportunities to improve efficiency, quality, and scalability of pricing-related workflows and processes
- Participate in stakeholder meetings and working sessions to support successful execution of pricing initiatives
- Maintain a high degree of accuracy due to the financial impact pricing decisions may have on clients and the firm
- Associate degree or equivalent combination of education and relevant experience
- Salesforce experience
- Case management or investigation experience
- Exceptional attention to detail and accuracy
- Strong written and verbal communication skills
- Demonstrated ability to prioritize workload and navigate a high-volume environment
- Strong critical thinking and problem-solving capabilities
- Ability to learn complex processes and apply sound judgment when evaluating requests
- Proficiency with Microsoft Office applications, including Outlook, Excel, Teams, and related collaboration tools
- Experience working with shared inboxes, workflow tools, or automated business processes
- Ability to quickly learn new technologies and systems
- Strong interpersonal skills, emotional intelligence, and collaborative working style
- Bachelor's degree
- FINRA licenses such as SIE, Series 7 Top Off, and/or Series 66
- Financial services industry experience
- Experience supporting operations, compliance, legal, or service organizations with complex review and approval processes
- Knowledge of pricing programs, client fee structures, or financial account administration
- Experience leveraging Copilot or similar productivity tools to enhance communications and workflow efficiency
At Turnberry, we are committed to creating a positive and connected work environment for all and are fully invested in and focused on hiring and growing a diverse team of high performers. We believe that uniqueness in ideas, experiences, and backgrounds make us a better Turnberry: Turnberry is an Equal Employment Opportunity employer, and recruits, employs, trains, compensates, and promotes regardless of age, ancestry, family medical or genetic information, gender identity and expression, marital, military, or veteran status; national and ethnic origin; physical or mental disability; political affiliation; pregnancy; race; religion; sex; sexual orientation; and any other protected characteristics.
Americans With Disabilities Act (ADA)
Turnberry will provide reasonable accommodation with our application process upon request as required to comply with applicable laws. If you have a disability and require accommodation assistance in this application process, please send an email to our Human Resources department at turnberryhr@turnberrysolutions.com.
Onsite work expected - Day 1
Salary : $62,000 - $85,000