Asset Movement Team (AMT) Associate

Asset Movement Team (AMT) Associate

Are you ready to build your career by joining a global financial institution? If so, our client is hiring an Asset Movement Team (AMT) Associate. Position Type: Contract Hybrid - 3 days in office - 2 days from home.

Required:

• College preferred or equivalent experience.
• 3+ years of related experience.
• Ability to demonstrate success in previous roles.
• Basic clerical and administrative skills.
• Effective written and verbal communication skills.
• Excellent interpersonal and client service skills.
• Organizational skills, decision making skills, attention to detail and excellent follow up skills.
• Experience using Microsoft suite.
• Ability to learn new systems and troubleshoot technology issues in a timely manner.

Responsibilities:

• Act as an extension of local branch management in the review and approval of incoming and outgoing money movement transactions.
• Work with various systems to ensure the appropriate approval of each transaction.
• Partner with the Regional Leader and/or the Field Service Team Manager to resolve issues while processing requests.
• Abide by firm and industry rules to prevent fraud, protect client's assets and follow client instructions.
• Provide world class customer service.
• Work closely with Brokerage branch associates to review and approve money movement requests in a timely manner.
• Work in a fast-paced environment with high quality standards.
• Communicate with Senior Management and Branch Associates when needed.
• Work in a team setting using critical thinking skills and internal resources to resolve escalations.
• Apply risk approved policies to prevent client fraud.
• Keep current on SEC/Client, Compliance and Firm Policies for transaction-based requests.
• Work on projects and technology pilots when appointed.
• Other duties as assigned.

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.