Operations Support Specialist

Operations Support Specialist

Innova Solutions has a client that is immediately hiring for an Operations Support Specialist Position type: Fulltime/Contract Job Title: Operations Support Specialist Location: South Jordan UT Duration: 12+ Months This position is Fully onsite. As an Operations Support Specialist, you will: A specialized team within Client dedicated to assisting clients during the inheritance process. The Estate & Inheritor Services Specialist will manage the transition of assets for individual clients, serving as a Subject Matter Expert for Wealth Management clients, Financial Advisors, Client Service Associates, and Branch Management. This role involves close collaboration with branches and internal departments, leveraging internal applications, and processing paperwork in a virtual branch environment to ensure seamless inheritance and legacy transfers.

Duties & Responsibilities

- Client Support: Provide dedicated one-on-one guidance throughout the inheritance process, demonstrating empathy and relationship management skills. - Communication: Proactively engage with clients and beneficiaries via phone and email, ensuring transparency and high-quality service. - Request Management: Process and follow up on client service requests to ensure timely completion. - Expectation Setting: Establish clear expectations with clients and beneficiaries in line with Service Level Agreements, ensuring consistent follow-up. - Customer Service: Deliver world-class service to both internal and external clients in all interactions. - Problem Resolution: Research and resolve client issues accurately and efficiently, escalating when necessary. - System Utilization: Leverage client systems to document and track all case interactions. - Case Management: Actively monitor and document daily case load using technology resources. - Risk Mitigation: Apply firm verification policies to prevent identity theft and fraudulent activity. - Compliance: Stay current on SEC/FINRA, Compliance, and Firm guidelines, applying them to all processes and interactions.

Education & Experience

- College Degree preferred. - 3-4 years of financial services industry experience preferred, including client service interactions. - Knowledge of estates, trusts, retirement plans, account opening, and asset distribution processes is advantageous.

Knowledge & Skills

- Clerical & Administrative Skills: Strong organizational and documentation abilities. - Communication Skills: Effective written and verbal communication. - Interpersonal Skills: Excellent client service and relationship management. - Detail Orientation: Strong attention to detail with excellent follow-up skills. - Problem-Solving: Ability to research, resolve, and escalate service inquiries appropriately. - Efficiency: Capable of handling high volumes of requests in a fast-paced environment. - Technical Proficiency: Strong computer skills, including Microsoft Suite; familiarity with Client systems preferred. - Teamwork: Self-motivated, resourceful, and able to thrive in a collaborative, high-activity environment.

Qualified candidates should APPLY NOW for immediate consideration! Please hit APPLY to provide the required information, and we will be back in touch as soon as possible. We are currently interviewing to fill this and other similar positions. If this role is not a fit for you, we do offer a referral bonus program for referrals that we successfully place with our clients, subject to program guidelines.

PAY RANGE AND BENEFITS: Pay Range*: $20.00- $25.00 per hour. Benefits: Innova Solutions offers benefits( based on eligibility) that include the following: Medical & pharmacy coverage, Dental/vision insurance, 401(k), Health saving account (HSA) and Flexible spending account (FSA), Life Insurance, Pet Insurance, Short term and Long term Disability, Accident & Critical illness coverage, Pre-paid legal & ID theft protection, Sick time, and other types of paid leaves (as required by law), Employee Assistance Program (EAP).

ABOUT INNOVA SOLUTIONS: Founded in 1998 and headquartered in Atlanta, Georgia, Innova Solutions employs approximately 50,000 professionals worldwide and reports an annual revenue approaching $3 Billion. Through our global delivery centers across North America, Asia, and Europe, we deliver strategic technology and business transformation solutions to our clients, enabling them to operate as leaders within their fields.

Recent Recognitions: - Named One of America's Best Employers for New Grads by Forbes 2024 - Named One of the Best Companies to Work for by U.S. News & World Report (Private Companies List, 2024-2025) - One of the Largest IT Staffing Firms in the US - Ranked #3 by Staffing Industry Analysts (SIA, 2024) - One of the Largest Staffing Firms in the US - Ranked #13 by Staffing Industry Analysts (SIA, 2024; includes Innova Solutions, Volt, & HireGenics) - Named One of the Top Ten Private Companies in Atlanta by the Atlanta Business Chronicle (2023) - One of the Largest Certified Minority Business Enterprises (MBEs) in the United States (NMSDC, 2024) - AWS Advanced Tier Services Partner with 100+ certifications