Fulfillment Operations Analyst

SRS Acquiom is currently seeking a Fulfillment Operations Analyst to join our Operations team. This individual will have responsibility for new account fulfillment, servicing communication fulfillment and account statement delivery across multiple channels for the full spectrum of SRS Acquiom products.  This role will oversee the fulfillment, delivery and incoming mail processes, and will implement controls on those processes as needed. 
Strong project management, detail oriented, and excellent communications skills will be essential in this role, as interaction with the business, operations and service vendors will be on-going. This person should be able to work in a fast-paced environment, and should have the ability to work both as a teammate within the operations group and with a high level of autonomy on individual projects. 
Primary Responsibilities:

  • Process the fulfillment procedure for shareholder servicing communications, including Pre-Closing solicitations, Letters of Transmittal, Welcome Letters, remittance and release communications
  • Receive incoming documents and route them appropriately
  • Define, implement and monitor controls for the various fulfillment processes
  • Identify and implement process improvements to enhance the customer experience, exceed SLAs and improve efficiency
  • Meet unique requirements based on individual fulfillment requests from clients and track items as needed
  • Maintain and support a flexible schedule based on the speed of the deal and the needs of the client, this may include evening or weekend hours where needed


  • 2-5 years of related business experience in operations or production services, preferably in the financial services industry
  • Project management experience and understanding of project management principles
  • Ability to work collaboratively and build relationships across the organization
  • Excellent interpersonal and presentation skills
  • Self-motivated, self-starter with ability to work independently or as part of a team
  • Strong attention to detail
  • Proficient with Microsoft Office Products (Project, Excel, Word, PowerPoint) 
  • Bachelor’s Degree preferred
  • Availability to work in a non-traditional work-week

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