What are the responsibilities and job description for the Client Services Associate position at ApTask?
Pay Rate: $28.00/hr on w2
Team is responsible for the processing, handling and oversight of all Physical certificates / Safekeeping transactions (deposit / withdrawals) at the firm. Which includes but not limited to Restricted Securities, Reorg, International physical settlement, ACAT Physical Settlement and DRS / DWAC Transactions.
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Education and/or Experience
• College Degree or 5 years of Industry Knowledge
Knowledge/Skills
• Financial industry and Physical Certificate product knowledge
• Knowledge on working with a third party Custodian and Transfer Agents
• Knowledge of applicable compliance rules and regulations (15c3-3, 17a-13)
• Proficient of Physical Certificate negotiability and required documents
• Ability to interact and communicate effectively with colleagues and clients
• Excellent written and verbal communication skills
Salary : $25 - $28