Posted on: 06/01/2022
Job ID: YATS062022MOR2JP00010310
Job Description:
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
Required Skills:
- 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
** This role requires that all successful applicants be fully vaccinated against COVID-19 as a condition of the engagement and provide proof of such vaccinations within 3 days of commencement of services.