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Operations Support
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- We even go the extra mile with our signature Consultant Appreciation Program (CAP) to help them in their future job searches.
- As a full-service search firm, we partner with companies across industries, including Financial Services, Fintech, Consumer Goods and Services, Security and Logistics, Pharmaceutical / Biotech, Technology, Automotive, Engineering, and Healthcare.
- Requires learning the function and products regarding the transfer process to become a Subject Matter Expert.
- Answer case/phone inquiries from branches and telephone inquiries for broker dealer firms, provide support to outsourced vendor, escalate any issues accordingly and set expectations for branches throughout the ACAT process, and participate in team meetings to share best practices and volume trends.
- Adaptive to a fast-paced environment, team player, responsible.
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