Operational Specialist- Dallas, TX
hace 3 días
Dallas
Job Description BCforward is currently seeking a highly motivated Operational Specialist for an opportunity in Dallas, TX Position Title: Operational Specialist Location: Dallas, TX , Hybrid Anticipated Start Date: ASAP Please note that this is the target date, which is subject to change. BCforward will send official notice ahead of a confirmed start date. Contract Duration: 04 month(s) contract with potential extension Training will be onsite 5 days/week, eventually will shift to hybrid (3 onsite, 2 remote) work schedule • contractor will be responsible for parking fees Pay Rate Range: $18.23/Hr on W2 Please note that actual compensation may vary within this range due to factors such as location, experience, and job responsibilities, and does not encompass additional non-standard compensation (e.g., benefits, paid time off, per diem, etc.). Job Responsibilities The Securities Settlement and Custody Operations group plays a significant role within Wealth Management Operations (WMO). The organization is responsible for Clearing & Settlement for various Pierce and Private Bank distribution channels, servicing Private Bank Securities on PACE, Fund Relationship and Onboarding Mutual Fund & Alternative Investments. The Private Bank Investment Income team provides operational support for global and domestic dividends and interest payments for the Private Bank. The team facilitates foreign tax residency certification, dividend reinvestment and favorable foreign tax withholding elections, and principal and interest payments associated with income events. The candidate will be responsible for moderately complex activities supporting the assignment, sourcing, gathering, furnishing and movement of financial and client information and data. Key responsibilities include transaction processing, analyzing event details and requirements, and communicating effectively with peers, management, and business partners. Job expectations include providing quality service and effective operations support for internal business partners and external clients. Responsibilities include: • Performs moderately complex transaction processing and reconciliation with medium to large monetary impact according to the established written guidelines and procedures including escalation when necessary, • Responds to moderately complex client inquiries via numerous channels to support operational efficiency and quality client service, • Proactively identifies risk and opportunities for process improvements based on an understanding of how the work impacts other operational units Required Skills: • Proficiency in Microsoft Excel, • Ability to pick up new concepts and routines quickly, • Ability to learn how to research more complex issues and make connections to processes across the department, • Excellent written and verbal communication skills, • Strong work ethic and ability to quickly process large amounts of data, • Previous experience in financial services, especially within operations, • Basic understanding of corporate actions Desired Skills: • Proactive approach to responsibilities, • Organized with effective time management, • Can analyze and process incoming payments with high accuracy, • Comfortable balancing positions and transactions Benefits: BCforward offers all eligible employees a comprehensive benefits package including, but not limited to major medical, HSA, dental, vision, employer-provided group life, voluntary life insurance, short-term disability, long-term disability, and 401k. About BCforward: Founded in 1998 on the idea that industry leaders needed a professional service, and workforce management expert, to fuel the development and execution of core business and technology strategies, BCforward is a Black-owned firm providing unique solutions supporting value capture and digital product delivery needs for organizations around the world. Headquartered in Indianapolis, IN with an Offshore Development Center in Hyderabad, India, BCforward’ s 6,000 consultants support more than 225 clients globally. BCforward champions the power of human potential to help companies transform, accelerate, and scale. Guided by our core values of People-Centric, Optimism, Excellence, Diversity, and Accountability, our professionals have helped our clients achieve their strategic goals for more than 25 years. Our strong culture and clear values have enabled BCforward to become a market leader and best in class place to work. BCforward is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against based on disability. To learn more about how BCforward collects and uses personal information as part of the recruiting process, view our Privacy Notice and CCPA Addendum. As part of the recruitment process, we may ask for you to disclose and provide us with various categories of personal information, including identifiers, professional information, commercial information, education information, and other related information. BCforward will only use this information to complete the recruitment process. This posting is not an offer of employment. All applicants applying for positions in the United States must be legally authorized to work in the United States. The submission of intentionally false or fraudulent information in response to this posting may render the applicant ineligible for the position. Any subsequent offer of employment will be considered employment at-will regardless of the anticipated assignment duration. Company DescriptionAbout BCforward: Founded in 1998 on the idea that industry leaders needed a professional service, and workforce management expert, to fuel the development and execution of core business and technology strategies, BCforward is a Black-owned firm providing unique solutions supporting value capture and digital product delivery needs for organizations around the world. Headquartered in Indianapolis, IN with an Offshore Development Center in Hyderabad, India, BCforward’s 6,000 consultants support more than 225 clients globally. BCforward champions the power of human potential to help companies transform, accelerate, and scale. Guided by our core values of People-Centric, Optimism, Excellence, Diversity, and Accountability, our professionals have helped our clients achieve their strategic goals for more than 25 years. Our strong culture and clear values have enabled BCforward to become a market leader and best in class places to work. BCforward is an equal opportunity employer.About BCforward:\r\n\r\nFounded in 1998 on the idea that industry leaders needed a professional service, and workforce management expert, to fuel the development and execution of core business and technology strategies, BCforward is a Black-owned firm providing unique solutions supporting value capture and digital product delivery needs for organizations around the world. Headquartered in Indianapolis, IN with an Offshore Development Center in Hyderabad, India, BCforward’s 6,000 consultants support more than 225 clients globally.\r\n\r\nBCforward champions the power of human potential to help companies transform, accelerate, and scale. Guided by our core values of People-Centric, Optimism, Excellence, Diversity, and Accountability, our professionals have helped our clients achieve their strategic goals for more than 25 years. Our strong culture and clear values have enabled BCforward to become a market leader and best in class places to work.\r\n\r\nBCforward is an equal opportunity employer.