Job Description

BASIC: Minimum of 1 year of financial operations experience or equivalent

SUMMARY
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
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

Additional Information

All your information will be kept confidential according to EEO guidelines.