Address
Form of work - Hybrid
Top skills:
- Minimum of 1 year of Financial operations experience or equivalent (Preferred)
- 1+ years' experience with rules and regulations governing bank and brokerage accounts
- Data entry speed/accuracy
- Proficient in Microsoft Office
- Attention to detail
Basic requirements:
Minimum of 1 year of Financial operations experience or equivalent (Preferred),
1+ years' experience with rules and regulations governing bank and brokerage accounts.
Education: Bachelors degree preferred
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
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 details.
Strong computer skills (Word, Excel, Access, etc.)
All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, disability, citizenship, marital status, sexual orientation, gender identity, military or protected veteran status, or any other characteristic protected by applicable law.
