Vacancy expired!
Job Description:
Job DescriptionClient Account Operations provides branch office operational support for Client Onboarding & Account Maintenance for the full suite of non-retirement brokerage account types and client ownership roles. Client Account Operations consists primarily of document review in support of account opening and maintenance; but also a wide variety of other processes and operations. Support is primarily provided through a systematic workflow portal.This Associate will fill a Hybrid Processing and Service (MLSN) role and will handle inbound requests via ASAPs and point of call processing via Phone Calls. These inquiries are considered time sensitive and require a more timely turn around. Knowledge of Client Account Operations is a plus, and we will continue to train on multiple skills, such as IJCT (Individual, Joint, Custodial, and Trust), Business, FTS, Special Fiduciary, and/or International.Required Skills:- Must be flexible with schedule (Operational hours are 8:30 AM - 6:30 PM EST)
- Strong Communication Skills
- Ability to work in a multi-functional and High Volume environment
- Strong Relationships Building Skills (Business Partners, Peers, and cross site strategy)
- Desired Skills:
- Knowledge of New Accounts Onboarding and Maintenance
Vacancy expired!