Regional Operations Director overseeing 7 - 10 dialysis centers and a 200+ teammate team in Texas. Leading strategic and tactical operations while managing large - scale P&L responsibilities.
About the role
- Investment Advisory Operations Specialist assisting clients and advisors at Osaic through phone support and collaboration across teams. Ensuring exceptional service and support for qualifying advisory accounts in a dynamic environment.
Responsibilities
- Assist our advisors, their clients, and other team members in all aspects of operational and service activities for qualifying advisory accounts (WMP), through phone support.
- Collaborate with other functions across all aspects and stages of our processes to ensure our advisors and their clients receive exceptional service and support in every interaction with Osaic.
- Support our products, platforms and processes to respond to our customer’s stated and unstated needs.
Requirements
- 2+ years of experience in financial services operations or broker-dealer setting
- 2+ years working in a customer service operation or contact center
- Proficiency with Microsoft Word, Excel, Internet Explorer, Outlook, PowerPoint
- Excellent communication and organization/multi-tasking skills
- A friendly and professional demeanor
- Quick learner with basic technical skills to efficiently navigate through various systems
- Strong customer focus orientation
- High attention to detail, analytical mindset, and problem-solving skills
- Be able to work independently and maintain elevated levels of quality and accuracy while under pressure
- Self-motivated individual capable of meeting departmental expectations and deadlines
Benefits
- Health, vision, dental insurance
- 401k
- Paid time away
- Volunteer days
- Annual performance-based bonus
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Director of Operations for the Hospital Services Group at DaVita Kidney Care managing dialysis programs. Responsible for financial growth and clinical performance across multiple hospital - based teams.
Operations Director empowering clients in operational transformation and delivering efficiency programs. Leading cross - functional initiatives in a dynamic consulting environment.
Vice President leading operational teams managing fund administration services at Morgan Stanley. Overseeing transactions and client relationships in a dynamic financial environment.
Join Morgan Stanley as an Associate in ISG Equity Operations. Responsible for providing service and break resolution for clients in global markets.
Senior Manager overseeing daily execution and operational integrity of ADI's global treasury activities. Critical in scaling best - in - class treasury operations for a newly independent, publicly traded company.
Operations Quality Specialist at FedEx managing quality and process improvements for customs clearance. Collaborating with teams across multiple regions to align with strategic objectives.
District Operations Manager overseeing outbound logistics of retail locations for Riverstone Logistics. Responsible for operational analyses, team supervision, and client satisfaction across multiple sites.
Communications Operations Specialist coordinating and supporting logistics for marketing initiatives at Riverstone Logistics. Focused on event support, reporting, and inventory management.
Communications Operations Specialist managing logistics and coordination for marketing efforts at Riverstone Logistics. Supporting procurement, event planning, and internal communications effectively.