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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.
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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
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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.
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