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Servicing Operations Specialist I

Charlotte, NC 28277

Posted: 02/19/2019 Industry: Other Job Number: 7587

If you have a passion for finance and want to work with one of the top 25 financial holding companies in the United States, then there could be an exciting opportunity for you!

ektello is hiring a Servicing Operations Specialist for our client in Charlotte, North Carolina. Our client has been around since 1919, but redesigned in 2009 with a distinctive brand, innovative approach and relentless focus on its customers. They offer financial products for consumers, businesses, automotive dealers and corporate clients. Our client has an award-winning online bank (member FDIC), one of the largest full-service auto finance operations in the country, and a trusted corporate finance business offering capital for equity sponsors and middle-market companies.


Servicing Operations Specialist


This role will perform various functions to help process and support our firms’ staff and clients. The candidate will be engaged in a variety of daily tasks including cashiering and funds movement, New Accounts, ACAT’ s, etc. The candidate will be responsible to ensure accurate record keeping and will rely on established guidelines to perform their daily functions. This role will work closely with Compliance to assist that department on special projects. Direct interaction with clients, other brokers and internal support staff will be a part of the candidate’ s everyday routine. 

Job Requirements

Perform a variety of operations functions following pre-established procedures 
Ensure accurate record keeping in order to keep the firm compliant 
Remain current on internal work processes, procedures, and product knowledge 

Efficiently complete daily responsibilities ensuring clients information is updated and correct 
Field and respond to clients inquiries and issues via phone calls, emails, and faxes with minimal     supervision and with the highest level of customer service and integrity 
Prioritize multiple functions based on client and firms needs 
Follow instructions and guidelines to perform responsibilities to industry standards 
Receive, sort, and file correspondence 
Other duties as assigned or required 
Ability to work with brokerage desktop applications such as quote terminals 
Must be able to work overtime if required on short notice 

Job Qualifications

Good understanding of financial/brokerage/trading services industry or equivalent operations processing knowledge 
3 years customer service experience 
1-2 years in financial services industry experience preferred 
Ability to work well with others, multi-task and handle issues while working under time constraints 
Ability to work in high-pressure environment with strict SLA’ s and deadlines 
Results oriented with good organizational skills including attention to detail and accuracy 
Excellent oral and written communication and strong desire to provide an exceptional customer experience 
Demonstrated experience in handling client concerns and issues with tact and diplomacy 
Able to exercise independent thought and judgment and adapt to new tasks with little notice 

Microsoft Office skills including (Word, Outlook, Excel) 
A variety of internal trading systems are used so ability to learn quickly is important 
Knowledge of/or experience working in financial services and/or other regulated environments is a plus 
Degree desired but those with general financial services/industry or equivalent experience will be considered 


Brian Trask
Professional Services Recruiter

I’ve been on both sides of the table when it comes to recruiting – working for them and now working as one for ektello; let me use my experience to help you navigate your job search journey! I strive to be respectful of your time and am available to answer any questions you might have when the time is convenient for you.

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