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Operations Coach
As a Operations Coach, you will have the ability to grow your career by building relationships across the organization and gaining experience with coaching partners in multiple locations. You will 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. You will be responsible for research and respond to escalated issues and resolve problems, as needed. You will assist in quality management processes and serve as a subject matter expert for various business-driven initiatives and ensure processing of transactions follow industry rules/regulations and internal compliance procedures. You will also have the ability to take on projects while identifying


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