Account Services Operations Specialist
Job Description
Job Description
At-a-Glance:
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
- Preferred
- 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
- 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
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