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
PREFERRED QUALIFICATIONS:
-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.
