Intermediary Support Analyst

Russell Investment Group

Milwaukee, United Kingdom
Base: $65,000 usd - $80,500 usd; bonus/equity: ann...
**
Service provider management
Process oversight
Operational review
** Russell Investment Group is seeking an Intermediary Support Analyst to oversee and manage operational processes related to financial services for their clients. The role requires effective communication and relationship management with both internal teams and external partners, focusing on delivering timely and accurate operational support. **

Job Summary

  • Provide oversight and review for intermediary support processes including items referred by transfer agent service providers for exception processing.
  • Act as a client advocate to ensure that operational and client service needs are met for those intermediaries that leverage strategic platforms such as Fidelity, Schwab, Pershing, and Wells Fargo.
  • Maintain and update current procedures, as well as design and draft new procedures relating to operational processes.

Matching Summary

Match Score: 75

** Russell Investment Group is seeking an Intermediary Support Analyst to oversee and manage operational processes related to financial services for their clients. The role requires effective communication and relationship management with both internal teams and external partners, focusing on delivering timely and accurate operational support. **

Salary

Base: $65,000 USD - $80,500 USD; Bonus/Equity: Annual performance bonus; Benefits: Healthcare, retirement, vacation, and wellbeing programs

Skills & Requirements

Must-have

  • Service provider management
  • Process oversight
  • Operational review
  • Intermediary support processes
  • Cross-functional project teams

Nice-to-have

  • Client advocate
  • Lead through influence
  • Thrive in a team environment

Key Requirements

  • 2+ years of experience
  • Bachelors degree preferred
  • Proficiency with Microsoft Office
  • Ability to learn new systems
  • Legal authorization to work in the US

Work Rights

Not specified

Tailored Resume

Cover Letter