about 1 month ago
Job Title: Operations Specialist
Location: New York, NY (Hybrid)
Duration: 12 months contract
Operations is one of the largest divisions in the firm and has diverse responsibilities, including correctly settling and recording millions of transactions per day, identifying, and mitigating all operational risks, developing strong client relationships, and partnering with technology to realize the full potential of IT and e-solutions.
Throughout, the Operations department continually seeks ways to improve while actively supporting the development of new businesses, structures, and markets.
Provide support to high profile Financial Advisors and their support staff regarding Alternative Investment transactions, including subscriptions, transfers, redemptions, and document revisions/amendments.
Field and document anywhere from 20-50 phone calls per day
Maintain detailed call log documentation utilizing Salesforce CRM software.
Remain vigilant on daily scheduled activities.
Effectively comprehend and communicate nuanced complications surrounding Alternative Investment products.
Engage in AD Hoc projects that support various Alternative Investment Operations teams.
Provide World Class Service Financial Advisors and their support staff.
Participate in continuous educational training sessions to maintain knowledge of Alternative Investment products and systems.
Follow professional telephone etiquette on all calls.
Handle interactions in a professional manner to maintain caller satisfaction.
Ensure high service quality during interactions on inbound/outbound calls.
Dexian is a leading provider of staffing, IT, and workforce solutions with over 12,000 employees and 70 locations worldwide. As one of the largest IT staffing companies and the 2nd largest minority-owned staffing company in the U.S., Dexian was formed in 2023 through the merger of DISYS and Signature Consultants. Combining the best elements of its core companies, Dexian's platform connects talent, technology, and organizations to produce game-changing results that help everyone achieve their ambitions and goals.
Dexian's brands include Dexian DISYS, Dexian Signature Consultants, Dexian Government Solutions, Dexian Talent Development and Dexian IT Solutions. Visit www.dexian.com to learn more.
Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.