Client Services Associate
ApTask
Overview Team is responsible for the processing, handling and oversight of all Physical certificates / Safekeeping transactions (deposit / withdrawals) at the firm. Which includes but not limited to Restricted Securities, Reorg, International physical settlement, ACAT Physical Settlement and DRS / DWAC Transactions. Education, Experience, Knowledge, and Skills Education and/or Experience: College Degree or 5+ years of Industry Knowledge Knowledge/Skills: Financial industry and Physical Certificate product knowledge Knowledge/Skills: Knowledge on working with a third party Custodian and Transfer Agents Knowledge/Skills: Knowledge of applicable compliance rules and regulations (15c3-3, 17a-13) Knowledge/Skills: Proficient of Physical Certificate negotiability and required documents Knowledge/Skills: Ability to interact and communicate effectively with colleagues and clients Knowledge/Skills: Excellent written and verbal communication skills #J-18808-Ljbffr
Vacancy posted 5 days ago
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