Operations Support Specialist

Job Summary

Responsible for day-to-day operations within the Investor Solutions team, the full-time remote Operations Support Specialist will manage new account setups, provide client training on product features, and oversee funds management while collaborating with a team-oriented environment.

Key responsibilities

• Onboard new Commercial client accounts and provide training and user setup
• Troubleshoot and resolve production issues, implementing necessary mitigation steps
• Recommend process improvements and formalize new processes while assessing risk and impact to the business

Required qualifications

• Associate's degree or equivalent work experience
• Three (3) years of experience in Institutional Banking or Treasury Management (preferred)