BASIC: Minimum of 1 year of financial operations experience or equivalent
SUMMARY
This position is in Account Services Operations which primarily consists of supporting the new account opening process (both paper and online) stock plan activation and account maintenance
RESPONSIBILITIES
Review paper and electronic applications to determine good order
Manually process applications as needed with speed and accuracy
Handle exception and reconciliation reports and help execute risk controls
Quickly respond to related Operations and Customer Service inquiries
Work with various lines of business to identify fraudulent or high-risk new accounts
Process all work daily to maintain excellent service levels
PREFERRED
1 years experience with rules and regulations governing bank and brokerage accounts
Bachelors degree preferred
Experience creating DocuSign forms
Strong written and oral communication skills with a track record of excellent customer service
Strong analytical skills including ability to research schedule analyze and present findings
Proven organizational skills with attention to detail
Strong computer skills (Word Excel Access etc.)
Must be a dynamic and self-starting individual able to work independently or as part of a team
Additional Information :
All your information will be kept confidential according to EEO guidelines.
Remote Work :
No
Employment Type :
Contract
Account Services Ops (Max 22hr W2) • Jersey, New Jersey, USA
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