Operations servicing specialist vs operations coordinator

Differences between operations servicing specialist and operations coordinator duties and responsibilities

Operations servicing specialist example responsibilities.

• Manage a variety of operational tasks for moderately complex securities transactions that require knowledge of vary systems and processes.
• Maintain current knowledge of ACH rules, proper procedures, and regulations.
• Change ACH options on SACH to auto or manual for cash deposits or withdrawals on investment brokerage accounts.
• Oversee direct deposit enrollment and benefits enrollment organizing and faxing forms to corporate payroll and outsourcing company to ensure employee enrollment.
• Experience in training associates in nightly and monthly processes such as NAV and dividend processing.
• Document and confirm overnight cash levels of funds and NAV calculations with the custodian bank.
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Operations coordinator example responsibilities.

• Manage processing of all branch transactions involving A/R, A/P, inventory and equipment.
• Arrange regional sales functions, reporting and tracking expenses, including hiring adequate staff and vendors to accomplish target ROI.
• Manage all aspects of design and vendor sourcing to create and deliver SalesForce code, marketing materials and campaigns within budget.
• Manage redesign of SalesForce database and reconfiguration of data and objects to maximize functionality.
• Provide sales support including maintenance of new and existing contracts and track bid projects in CRM.
• Work with the branch/department manager to ensure that information concerning business processes are communicated to other business coordinators in the organization.
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