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Sr. Operations Associate / Trade Operations (B / D)
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Full-time
- PlanMember is looking for a Trade Operations Associate to join our growing team.
- As a dedicated Trade Operations Associate, you will have the responsibility for the trade operations including account openings, ACAT and non-ACAT transfer process, workflow, work corner and communications with internal and external business partners.
- Establish new accounts on proprietary and partnering systems including NetX360 and Schwab Advisor Center.
- Monitor and audit NIGOs internally and externally through Pershing, Schwab (Talbot), Schwab, Absolute Capital including all aspects of workflow, exception processing and reports.
- Onboarding of new reps to the Pershing platform through establishing access and IDs on NetX
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