The Operations Specialist will facilitate non-ACAT transfers for members, ensuring smooth processes and exceptional service, while managing inquiries and maintaining accurate records.
Facet is looking for a Operations Specialist focusing on Non-ACAT Transfers to join our innovative financial services team. In this role, you will play a critical part in facilitating non-ACAT transfers for our members, ensuring a smooth transition and exceptional service throughout the process. Your expertise in handling transfer requests and providing outstanding member support will be key to enhancing our members’ experience and helping them succeed in their financial journeys.
Key Responsibilities:- Assist members with the non-ACAT transfer process, providing clear guidance and support.
- Communicate effectively with members to understand their needs and address any inquiries related to their account transfers.
- Work closely with custodians and financial institutions to manage the transfer request workflow and resolve any issues that arise.
- Monitor the status of transfers and proactively update members on their progress.
- Maintain accurate records of transfer requests and member communications.
- Identify process improvements to enhance efficiency and member satisfaction.
Requirements
- 2+ years of experience in financial services or investment operations, with a focus on account transfers preferred.
- Strong understanding of non-ACAT transfer processes and the related regulatory framework.
- Excellent communication and interpersonal skills to effectively engage with members and address their needs.
- Detail-oriented with strong organizational skills to manage multiple transfers simultaneously.
- Ability to work independently and collaboratively within a fast-paced environment.
- Proficient in technology and software tools, including CRM systems and Microsoft Office Suite.
- Must be able to meet and consistently maintain the minimum WiFi standards in order to efficiently work in the Company’s environment, and effect quality online connections
- A minimum of 15+Mbps upload speed, 50Mbps download speed, and a latency of under 100
- If these WiFi speeds are not met, it will be the employee’s responsibility to troubleshoot and potentially upgrade to meet the minimum speed
Benefits
- $60,000-$75,000 base salary + bonus
- Equity
- Flexible PTO
- All the benefits: medical, dental, and vision insurance, 401(k) with employer match, short and long term disability coverage (paid by Facet), life insurance options and paid parental leave
- Certification reimbursement program
- Work from anywhere in the US
Top Skills
Crm Systems
Microsoft Office Suite
Similar Jobs
.png)
Artificial Intelligence • Blockchain • Fintech • Financial Services • Cryptocurrency • NFT • Web3
Lead and manage an engineering team focused on delivering blockchain-based financial products. Drive technical excellence and foster a quality-focused environment while collaborating across the organization.
Top Skills:
BlockchainDistributed SystemsPeer To Peer PaymentsSoftware Engineering
Automotive • Hardware • Internet of Things • Mobile • Software • App development • PropTech
The Software Product Manager will lead the AI product roadmap, oversee development and delivery of AI-driven features, and enhance customer experiences while ensuring alignment with company goals.
Top Skills:
AgileAIMachine LearningScrum
Artificial Intelligence • Cloud • HR Tech • Information Technology • Productivity • Software • Automation
The role involves advising customers on best practices for the ServiceNow platform, developing technical foundations, managing enterprise programs, and ensuring successful implementation and adoption of solutions.
Top Skills:
Amazon Web ServicesAWSAzureOracle CloudSalesforceServicenowWorkday
What you need to know about the Los Angeles Tech Scene
Los Angeles is a global leader in entertainment, so it’s no surprise that many of the biggest players in streaming, digital media and game development call the city home. But the city boasts plenty of non-entertainment innovation as well, with tech companies spanning verticals like AI, fintech, e-commerce and biotech. With major universities like Caltech, UCLA, USC and the nearby UC Irvine, the city has a steady supply of top-flight tech and engineering talent — not counting the graduates flocking to Los Angeles from across the world to enjoy its beaches, culture and year-round temperate climate.
Key Facts About Los Angeles Tech
- Number of Tech Workers: 375,800; 5.5% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Snap, Netflix, SpaceX, Disney, Google
- Key Industries: Artificial intelligence, adtech, media, software, game development
- Funding Landscape: $11.6 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Strong Ventures, Fifth Wall, Upfront Ventures, Mucker Capital, Kittyhawk Ventures
- Research Centers and Universities: California Institute of Technology, UCLA, University of Southern California, UC Irvine, Pepperdine, California Institute for Immunology and Immunotherapy, Center for Quantum Science and Engineering
