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Technology Operations Analyst - World Financial Group

Full Time
Customer Service
United States

Breadcrumb

  1. Vacancies
Serves as department subject matter expert for WFG Operations systems. (Coding, Licensing, Points) Conducts in-depth system testing and works with IT on defining requirements for implementation and improvement initiatives. Provides system training to employees.

Responsibilities

• Support WFG Operations areas with data needs by creating queries and reports to meet the requirements provided.• Identify root cause of issues and determine when/if IT tickets should be submitted.
• Conduct quality assurance on IT initiatives as related to of WFG Operations systems (Coding, Licensing, Points) projects and tickets.
• Write IT requests providing detailed information regarding the business need and any impacts the project will have to the business i.e. financial or customer service.
• Monitor WFG Operations (Coding, Licensing, Points) webpages and ensure that they are updated with any changes to policies or to reflect process updates.
• Submit updates for WFG Operations (Coding, Licensing, Points) forms to be reviewed, updated, and posted appropriately.
• Effectively communicate project statuses with IT and appropriate stakeholders.

Qualifications

• Associate’s degree in a business-related field or equivalent experience• Up to two years of experience with analysis and using data management tools
• Technical knowledge with analytical and problem-solving ability
• Verbal and written communication skills
• Able to successfully manage multiple assignments under pressure of deadlines
• Sound decision-making, problem solving and organizational skills
• Ability to work in both a team environment and individually
• Proficiency /Advanced Excel skills

Preferred Qualifications

• One year of experience with WFG systems or related system QA/testing• Knowledge of SQL and basic database queries

Working Conditions

• Office environment• Occasional travel <10%

• Travel for internal meetings as needed

This job description is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation in order to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.

Compensation

The Salary for this position generally ranges between $58,000 - $60,000 annually. Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.

Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company’s discretion. 

Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.

  

This is a hybrid position requiring three days in office per week in one of our hub locations (Philadelphia, PA; Cedar Rapids, IA; Denver, CO).  Relocation assistance will not be provided for this position.

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