Description

Job Description:

  • This position is in Wealth Management Client Onboarding 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

Requirements:

  • Minimum of 1 year of financial operations experience or equivalent

Preferred:

  • 1+ years’ experience with rules and regulations governing bank and brokerage accounts
  • Bachelors degree preferred
  • Experience creating DocuSign forms
  • Strong written and oral communication skills with a track record of excellent customer service
  • Strong data 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

Key Skills
Education

Any Graduate

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