Investment Operations Analyst

This role is primarily accountable for processing and communications of moderate to complex client requests both financial and non-financial for one or more Investment product/s with multiple transaction categories.

Dedication to maintaining the outlined service levels and quality and productivity standards is required and will be used to measure success.

Position Responsibilities

• Accurately handle moderate to complex cases and trade reversal/adjustment utilizing multiple administrative systems within the defined service standard, including but not limited to: regular transaction processing surrounding various requests within New Business and Inforce; identify Not-In-Good-Order and make necessary actions; manage and respond to inquiries from various internal and external stakeholders; conduct further research and investigation on escalated items; research and handling of Adhoc tasks.
• Identify the need for exception and escalate to appropr...