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Job Description:
Responsibilities
Handle all incoming operational volume for the Service organization. This would include account updates, account conversions, cashiering functions, items not in good order, among others
3) Key functions in this role include sorting, analyzing, and scanning incoming client documents into our imaging system, and validating them into the proper workflows. ( Document Control )
4) Account opening and Maintenance: Transfers b/w banks and intermediatory, Free movement (FOP) process understanding with SSI’s /Swifts
4) Reach out to Advisors on not-in-good-order work requesting corrected paperwork or new paperwork based on various situations
5) Manage to a standard of quality in our work that exceeds the expectations of our business partners and our Advisors
6) Provide accurate, valid, and complete information by using the appropriate online and in-house resources
7) Actively seek new learning opportunities within your current role to increase scope and production
8) Excellent organizational skills with a demonstrated ability to problem solve, interact with individuals at various levels, and think on your feet
Preferred Skills:
Capital Market->Capital Market Operations
About Company:
