Branch Operations Assistant
WA-Seattleonsite$47K – $61K
Posted 4 days ago · via Workday
About this role
About the Role: Be responsible for the client service operations functions of the branch following a wealth management or portfolio management business approach, including any operational functions necessary to meet client service and compliance requirements. This highly visible position requires a polished professional with superior communication, customer service, and organizational skills. The Branch Operations Assistant is responsible for facilitating an exceptional client experience for in-person visitors and those calling the branch phone line. The Impact You’ll Make: Answer inquiries from internal associates and business partners in a professional and pleasant manner.…
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
For this role: teams
2
Level fit
We check your title trajectory against the seniority signal of the role.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in WA-Seattle. We weight your proximity and willingness to relocate.
Score yourself on this role.
Free · no card · written explanation included
Skills in this role
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teams
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