Operations Specialist (Level III) - Axelon Services Corporation

*** This is a hybrid role (3-days on-site/2-days WFH)

Operations Analyst

As part of Wealth Management Operations (WMO), Investment Information Management Organization, the Operations Analyst role supports the Brokerage Institutional Consulting Line of Business within Workplace Benefits. The Information Management Analyst is responsible for assisting with client onboarding into the Brokerage Institutional Consulting performance platforms, reviewing performance data and returns within the performance platform, and providing support to the Brokerage Institutional Consultants and their team s.

Responsibilities:
- Complete client onboarding activities for performance platforms
- Review and validate performance data and returns on performance platforms
- Supports Brokerage Institutional Consultant inquiries

Required Skills/Experience:
- Previous experience supporting an operational function at a financial institution
- Knowledge of investment products and vehicles
- Previous customer service experience
- Intermediate proficiency in excel required

Desired Skills/Experience:
- Relevant coursework in finance a plus
- Previous experience working for a broker dealer or supporting a financial advisory team