Operations Specialist, Transfers Team

This is a fully remote position, open to applicants in United States.

📋 Description

• Perform precise daily reconciliations by the designated cut-off time, ensuring a comprehensive audit trail.

• Examine and address reconciliation discrepancies, escalating issues as necessary.

• Manage ISA transfers within the specified service level agreement (SLA), ensuring smooth case progression.

• Resolve transfer rejections swiftly, with a goal to finalize them within 2 business days.

• Accurately process ISA History Forms (IHFs) to ensure appropriate ISA allowance updates.

• Work in partnership with Operations, Client Services, and external counterparts to advance cases without delays.

• Continuously enhance reconciliation and transfer procedures to minimize breaks and operational risks.

⛳️ Requirements

• Exceptional attention to detail and process-driven approach.

• Strong problem-solving skills.

• Outstanding time management abilities.

• Proficient in Excel and reconciliation/operations platforms.

• Effective communicator who shares information clearly across Operations, Client Services, and external stakeholders.

• Fluent in English (C1 level and above).

🏝️ Benefits

• Remote work with flexible hours.

• Opportunity to make an impact from the very first day.

• Potential for professional growth.

• Culture that values transparency and openness.

• Supportive team of high-caliber professionals.