Document Review Specialist

Account Services Operations RoleAbout Client: Client is a global financial services firm that provides a wide range of investment banking, securities, wealth management, and investment management services. It is a prominent global financial services firm with a rich history and a strong presence in the financial industry. The Client is committed to corporate responsibility and sustainability. It aims to make a positive impact on society through various initiatives, such as promoting environmental sustainability, supporting diversity and inclusion, and engaging in philanthropic activities.Rate Range: $22-$24.42/HrJob Description: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 levelsPreferred: Minimum of 1 year of financial operations experience or equivalent.1+ years experience with rules and regulations governing bank and brokerage accounts.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.About ApTask: ApTask is a leading global provider of workforce solutions and talent acquisition services, dedicated to shaping the future of work. As an African American-owned and Veteran-owned company, ApTask offers a comprehensive suite of services, including staffing and recruitment solutions, managed services, IT consulting, and project management. With a focus on excellence, collaboration, and innovation, ApTask provides unparalleled opportunities for professional growth and development. As a member of the ApTask team, you will have the chance to connect businesses with top-tier professionals, optimize workforce performance, and drive success across diverse industries. Join us at ApTask and be part of our mission to empower organizations to thrive while fostering a diverse and inclusive work environment.Operations roles at ApTask cover program management, PMO, business analysis, transformation, and change-management positions across enterprise clients. We place operators who translate strategy into delivery — PMPs, Scrum Masters, agile coaches, Six Sigma black belts, and change-management practitioners certified in Prosci or the client's preferred framework. Candidates are validated against the specific enterprise tooling the client runs (ServiceNow, Jira Portfolio, Clarity, Planview) and their prior track record in comparable-scale programs, not generic delivery experience.What Happens After You Apply1. Verified ProfileSubmit your résumé and complete the ApTask identity + skills verification. We check right-to-work, background, and technical calibration once — never resell or re-verify — so future roles surface faster.2. Recruiter Calibration CallWithin one business day, the recruiter who owns this requisition reviews your profile against the client's specific stack, arrangement, and start-date requirements. You'll hear back either way — no ghosting.3. Client InterviewIf your profile is a fit, we present you to the hiring team. Most clients run 2-3 interview stages: hiring-manager screen, technical panel, and final. We prep you with the exact scorecard criteria before each round.4. Offer + OnboardingOn acceptance, you onboard W-2 with ApTask. Benefits, payroll, and timesheets run through us. Your recruiter stays your point of contact for the length of the engagement.