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My client, a global financial services firm based in Jersey City NJ, is looking to add a Account Services Operations Consultant to their expanding team. This is an hybrid position with an initial 12 months with the potential to be extended based on need and performance. Below is a brief job description. Let me know if this is something you would be interested in. If not, referrals are always greatly appreciated!
– Hybrid
Top Skills:
– 1 year financial experience or equivalent AND Bachelor s preferred
– Must by familiar and proficient with Microsoft Word, Outlook, Excel
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
Quickly respond to related Operations and Customer Service inquiries
Process all work daily to maintain excellent service levels
BASIC
Minimum of 1 year of financial operations experience or equivalent
PREFERRED
1+ years experience with data entry and documentation review
Bachelor s degree preferred
Familiarity with DocuSign
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
Top Skills:
– 1 year financial experience or equivalent AND Bachelor s preferred
– Must by familiar and proficient with Microsoft Word, Outlook, Excel
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
Quickly respond to related Operations and Customer Service inquiries
Process all work daily to maintain excellent service levels
BASIC
Minimum of 1 year of financial operations experience or equivalent
PREFERRED
1+ years experience with data entry and documentation review
Bachelor s degree preferred
Familiarity with DocuSign
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
