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Operations Coach
Provide guidance, coaching and indirect leadership to peers on operations processes, policies, and techniques for transaction requests and inquiries from advisors, clients, and relationship partners. Research and respond to intensified issues and resolve problems, as needed. Assist in quality management processes and serve as a subject matter authority for various business-driven initiatives. Ensure processing of transactions follow industry rules/regulations and internal compliance procedures. Responsibilities Research, resolve and respond to intensified issues regarding more sophisticated transaction and inquiry requests. Provide explanation of policies, resolutions, and next steps to advisors, clients and relationship partners.

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