Analyst

About Client:

Client is a global financial services firm that provides a wide range of investment banking, securities, wealth management, and investment management services. It is a prominent global financial services firm with a rich history and a strong presence in the financial industry.

The Client is committed to corporate responsibility and sustainability. It aims to make a positive impact on society through various initiatives, such as promoting environmental sustainability, supporting diversity and inclusion, and engaging in philanthropic activities.

Rate Range: $20-$21.43/Hr

Job Description:

• The New Account Document Processing Department consists of Regulatory, Policy and Procedural subject matter experts which handle document validation, quality control, vendor escalations, and offer support to Branch offices, National Operations, and other Special Product areas firm-wide.
• The Senior Processing Representative is responsible for evaluating incoming documents and inquiries, performing the associated research, and making a determination of the validity of the action or document.
• The Representative must develop subject matter expertise across the department and have the ability to apply that knowledge in determining document validity.
• They are responsible for ensuring that downstream actions such as check and debit card orders or system blocks are executed accurately and efficiently to ensure that the firm is operating in compliance with regulatory rules and regulations.
• The Senior Processing Representative is also responsible for handling quality sampling of new account documents processed in other areas and responding to escalated issues from those areas.
  
  

Responsibilities:

Customer Focus

• Must be dependable, well-organized, detailed oriented, self-starter with the ability to define work scope, tasks, and utilize resources in order to meet established Service Level Agreements.
• Act with a sense of urgency and a can-do attitude to address business need and accomplish goals
• Conflict resolution- ability to facilitate discussion; ability to quickly obtain relevant facts to resolve a problem is vital.
• Anticipates customer needs and consistently meets or exceeds their expectations.
• Must be available to work varying shifts dependent upon volume and/or business need.
• Must be able to work in a quota driven environment
  
  

Communication Skills

• Must have excellent communication skills oral and written - including the ability to write and listen carefully and convey information accurately.
• Acts and communicates in a way that demonstrates a high regard for internal and external customers
• Interpersonal Skills
• Promote collaboration and team work and willingness to help others in and across the firm.
• Maintain acceptable service levels and be able to continue to work effectively by remaining calm, confident, positive and clear minded regardless of the situation.
• Demonstrate active learning-continuously seeking opportunities to develop a deeper understanding of the business
  
  

Technical Skills

• Computer Literacy
• Microsoft Office Suite
• Previous experience with Legacy *** internal systems is preferred
• Previous New Account experience is preferred
• Proven ability to learn other software packages
• Type a minimum of 35 wpm, Ten key by touch
  
  

Required:

• Educational Level Required:
• College graduate or high school graduate with equivalent work experience
• Years of Experience: 3
  
  

Top 3 Skills:

• Detail-oriented, Customer Service, Excellent Communication
  
  

Non-benefitted (other than those mandated under state or federal law).Please note that this position does not include paid time off benefits. ApTask offers subsidized insurance coverage to our employees.

About ApTask:

ApTask is a leading global provider of workforce solutions and talent acquisition services, dedicated to shaping the future of work. As an African American-owned and Veteran-certified company, ApTask offers a comprehensive suite of services, including staffing and recruitment solutions, managed services, IT consulting, and project management. With a focus on excellence, collaboration, and innovation, ApTask provides unparalleled opportunities for professional growth and development. As a member of the ApTask team, you will have the chance to connect businesses with top-tier professionals, optimize workforce performance, and drive success across diverse industries. Join us at ApTask and be part of our mission to empower organizations to thrive while fostering a diverse and inclusive work environment.

Applicants may be required to attend interviews in person or by video conference. In addition, candidates may be required to present their current state or government issued ID during each interview.

Candidate Data Collection Disclaimer:

At ApTask, we prioritize safeguarding your privacy. As part of our recruitment process, certain Personally Identifiable Information (PII) may be requested by our clients for verification and application purposes. Rest assured, we strictly adhere to confidentiality standards and comply with all relevant data protection laws. Please note that we only collect the necessary information as specified by each client and do not request sensitive details during the initial stages of recruitment.

If you have any concerns or queries about your personal information, please feel free to contact our compliance team at businessexcellence@aptask.com