Job Description
The Broker Dealer Operations Specialist plays a central role in delivering world‑class customer and transaction servicing for alternative investment products. The role supports end‑to‑end operations from onboarding through transactions, reconciliation, and servicing requests.
**You are**
+ A consummate professional with excellent verbal and written communication skills
+ Self-motivated and goal-oriented
+ Patient, empathetic, diligent, and able to work independently in a team environment
**You will**
+ Serve as the SME and primary contact for Alternative Investments operational inquiries and daily processing.
+ Develop an in‑depth understanding of **iCapital** platform interfaces and order entry within **NetX360** to enable seamless fund launches, recurring client activities, and overall book health.
+ Execute operations deliverables on recurring platforms; manage daily workflows and queues to meet service levels with a client‑first a...
**You are**
+ A consummate professional with excellent verbal and written communication skills
+ Self-motivated and goal-oriented
+ Patient, empathetic, diligent, and able to work independently in a team environment
**You will**
+ Serve as the SME and primary contact for Alternative Investments operational inquiries and daily processing.
+ Develop an in‑depth understanding of **iCapital** platform interfaces and order entry within **NetX360** to enable seamless fund launches, recurring client activities, and overall book health.
+ Execute operations deliverables on recurring platforms; manage daily workflows and queues to meet service levels with a client‑first a...