Account Services Operations Specialist
📋 Role Overview & Responsibilities
At-a-Glance
Are you ready to build your career by joining a global financial institution? If so, our client is hiring an Account Services Operations Specialist
What You'll Do
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.
What You’ll Bring:
Minimum of 1 year of financial operations experience or equivalentPreferred: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.
Position Type: Contract
Get in Touch
We want to hear from you! If you think you’d be a good match, submit your resume and reach out to Ayushi at 201-226-3523 to learn more.
Who We Are
Since 1986, Hired by Matrix, Inc. has improved our candidates' lives with exciting job opportunities that provide outstanding career advancement. Hired by Matrix offers our contract professionals competitive salaries, benefits after 60 days, and a 401k option with a company match after one year. Hired by Matrix is an Equal Opportunity Employer and proud to be certified as both a Woman-Owned Business Enterprise and a Woman-Owned Small Business.
Connect with us on LinkedIn today and learn more about how HbM can change your career: https://www.linkedin.com/company/hired-by-matrix-inc/
Check out our Career Center: https://www.hiredbymatrix.com/find-work/open-positions/
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This position is located in Sandy, UT with potential relocation and sponsorship assistance depending on candidate qualifications.
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