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OPENLANE

Portfolio Services Coordinator

УдалённоCanada только
Опубликовано
Роль
Операции
$18/hr
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Доступно для: CA only. Укажите, откуда вы работаете, чтобы проверить доступность.

Коротко по делу

Portfolio services coordinator for operational administration, SLA management, compliance standards, workflow prioritization, and client issue resolution. High school diploma or equivalent required; portfolio services or related coordinator experience required.

Чем предстоит заниматься

  • Oversee day-to-day portfolio service operations, monitor vendor performance, and serve as a key point of contact for client inquiries and issue resolution.
  • Ensure service excellence and adherence to established client and vendor Service Level Agreements (SLAs).
  • Conduct meticulous reconciliation and quality control checks on active assignments to maintain high organizational standards.
  • Support client service teams and respond to portfolio-related inquiries with accuracy and urgency.
  • Identify process gaps and improvement opportunities, assisting with automation initiatives to increase overall efficiency.
  • Coordinate and prioritize daily workflows to effectively meet established deadlines and manage complex portfolio activities.
  • Monitoring and analyzing portfolio performance, holdings, and transactions.
  • Conducting reconciliation and quality control checks on active assignments.
  • Assisting with portfolio guideline monitoring.
  • Supporting client service teams by responding to portfolio-related inquiries.
  • Maintaining accurate records of portfolio activity and documentation.
  • Performing general administrative and operational functions to support the Portfolio Services team.
  • Coordinating daily workflows to meet deadlines.
  • Ensuring all portfolio activities are documented according to organizational standards.
  • Implementing efficiency improvements.
  • Consistently meeting or exceeding all service level agreements (SLAs).
  • Ensuring strict compliance with client-specific requirements.
  • Collaborate with client service teams, internal operations groups, and external vendors on a daily basis.

Что требуется

  • Portfolio service operations and guideline monitoring.
  • Portfolio performance, holdings, and transaction analysis.
  • Internal policies, client mandates, and regulatory requirements.
  • Operational execution and SLA management.
  • Workflow coordination and daily prioritization.
  • Client service support and issue resolution.
  • Process improvement and automation initiatives.
  • Proficiency in tools used for tracking, documenting, and maintaining portfolio activity.
  • Strong administrative and technical workflow management capability.
  • High School Diploma or equivalent is required.
  • Proven experience in operational administration, portfolio services, or a related coordinator role.
  • Strong baseline understanding of SLA management and compliance standards.
  • Demonstrated ability to prioritize daily workflows and meet strict operational deadlines.
  • Preferred: Prior experience working within automotive, wholesale, or logistics portfolio management.
  • Preferred: Experience assisting with process automation or system migration initiatives.

Преимущества

  • Competitive pay.
  • Medical, dental, and vision benefits with employer HSA contributions (US) and FSA options (US).
  • Immediately vested 401K (US) or RRSP (Canada) with company match.
  • Paid Vacation, Personal, and Sick Time.
  • Paid maternity and paternity leave (US).
  • Employer-paid short-term disability, long-term disability, life insurance, and AD&D (US).
  • Robust Employee Assistance Program.
  • Employer paid Leap into Service Day to volunteer.
  • Tuition Reimbursement for eligible programs.
  • Opportunities to expand your skill set and share your knowledge across a publicly traded, global organization.
  • Company culture of internal promotions, diverse career paths, and meaningful advancement.

At OPENLANE we make wholesale easy so our customers can be more successful. We’re a technology company building the world’s most advanced—and uncomplicated—digital marketplace for used vehicles. We’re a data company helping customers buy and sell smarter with clear, actionable insights they can understand and use. And we’re an innovation company accelerating the future of wholesale remarketing through curiosity, collaboration, and an entrepreneurial spirit.

AutomotiveКрупная

Что говорят о компании

3.1/ 5

  • Some employees appreciate the work-life balance offered by the company.
  • There are opportunities for growth and advancement within the organization.
  • Employee reviews indicate that management could improve in terms of communication and support.
$18/hr