What are the responsibilities and job description for the Account Services Operations Specialist position at Vertisystem (A MOURI Tech Company)?
Location: Hybrid - 200 Hudson St Jersey City, NJ 07311-1100
Contract Duration: 12 Months
Job Overview: Account Services Operations Specialist
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
- 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
BASIC
Minimum of 1 year of financial operations experience or equivalent
PREFERRED
- 1 years experience with rules and regulations governing bank and brokerage accounts
- Bachelor's degree preferred
- 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 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
Salary : $22