Financial Services Operations I

Financial Services Operations I

If you are hired to this position, you will be employed by Magnit Global. You will not be employed by City National Bank. The Opportunity The Financial Services Operations I role provides direction, leadership and support for assigned department in Operations, implements business plans and ensures policies and procedures are followed. Accountable for data remediation project to improve efficiency and drive productivity and quality within the area. Individuals at this level should have a broad understanding of the different areas of Operations. Contact with internal customers will be required to identify, research, analyze and resolve issues. This role also monitors productivity and service levels using the various reports available.

The Responsibilities

• Acts as an information source for associates and ensures training and development occurs.
• Plans, assigns, monitors, reviews, evaluates and leads the work of associates.
• Works in cooperation with peers on establishing objectives and developing processes and procedures to ensure efficient and timely workflow with special regards to service delivery, compliance and risk factors for the firm.
• Establishes internal or external partnership opportunities through analysis of business needs and relationships that may enhance success.
• Ensures appropriate documentation and departmental tools are created and/or maintained (job procedures, job aids, forms, training material, etc).
• Takes decisive action when necessary and conveys a sense of urgency to deliver results.
• Effectively collaborates with other supervisors in the same or different functional groups to accomplish assigned goals and process/policy changes; oftentimes this collaboration occurs across multiple sites.

The Qualifications

• Knowledge of investment concepts, practices and procedures used in the securities industry, financial markets and products, familiarity with Fiduciary roles and responsibilities.
• Skill in interpreting and applying policies and procedures.
• Establishing operational objectives.
• Implementing processes and procedures for efficient and timely workflow.
• Promoting effective coordination between work groups.
• Ability to learn the concepts, principles and practices of assigned functional area.
• Plan, assign, monitor, review, evaluate and supervise the work of others.
• Coach and mentor others.
• Identify training needs and develop subordinates.
• Balance conflicting resource and priority demands.
• Partner with other functional areas to accomplish objectives.
• Facilitate meetings, ensuring that all viewpoints, ideas and problems are addressed.
• Incorporate needs, wants and goals from different business unit perspectives into operational processes.
• Communicate effectively, both orally and in writing.
• Work independently as well as collaboratively within a team environment.
• Lead others in providing a high level of customer service.
• Establish and maintain effective working relationships at all levels of the organization.
• Bachelor’s degree in a related field or an equivalent combination of education and work experience.
• Three (3) or more years’ experience in financial services / operations including one (1) year as team lead or leadership experience in a financial or service organization.

This is the pay range that Magnit reasonably expects to pay for this position: $35.79/hour - $38.37/hour Benefits: Medical, Dental, Vision, 401K

Qualification/Licensure

• Work Authorization: Green Card, US Citizen, Other valid work visa
• Preferred years of experience: 3 years
• Travel required: No travel required
• Shift timings: