Account Services Operations Specialist

Account Services Operations Specialist

Are you ready to build your career by joining a global financial institution. If so, our client is hiring an Account Services Operations Specialist. Position Type: Contract Hybrid.

Required:

• Minimum of 1 year of financial operations experience or equivalent
• 1+ years' experience with rules and regulations governing bank and brokerage accounts
• Bachelor's 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

Responsibilities:

• Position is in Account Services Operations, primarily consists of supporting the new account opening process (both paper and online), stock plan activation, and account maintenance
• 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

Get in Touch: We want to hear from you! If you think you'd be a good match, submit your resume and reach out to Bharat at View phone number on click.appcast.io to learn more.