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-$24/Hr
Job Description:
Basic requirements:
- Minimum of 1 year of financial operations experience or equivalent (Preferred),
- 1 years experience with rules and regulations governing bank and brokerage accounts.
- Education: Bachelors degree preferred
- 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.
Top skills:
- Minimum of 1 year of financial operations experience or equivalent (Preferred)
- 1 years experience with rules and regulations governing bank and brokerage accounts
- Data entry speed/accuracy
- Proficient in Microsoft Office
- Attention to detail
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
- 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 details.
- Strong computer skills (Word, Excel, Access, etc.)
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