Asset & Wealth Management - AYCO - Account Opening - Support
4 weeks ago
Are you detail-oriented with exceptional analytical skills? Join our team as an Account Opening Support Specialist within Asset & Wealth Management. In this role, you will be responsible for ensuring the smooth and compliant opening of client accounts, while also providing crucial support to our operational processes.
Title: Account Opening Support Specialist - Asset & Wealth Management
Location: Cohoes, NY
Duration: 1 year
Pay Rate: $21.63/hour
Department: WP Ops Act Opening & Maint
Job Category: Operations
Key Responsibilities:
- Review and approve pending client requests, ensuring adherence to policy requirements and proper authorization.
- Coordinate and process team-specific tasks in alignment with business objectives.
- Conduct quality reviews of completed work by team members to maintain data accuracy.
- Collaborate across multiple systems and platforms to facilitate seamless operations.
- Interface with various teams and business units to resolve ongoing issues and address policy inquiries.
- Provide support and contribute to special projects as assigned.
- Apply sound judgment to identify and escalate unusual or suspicious activities as per protocol.
Skills Required:
- Proficiency in Microsoft Office Suite, including Word, PowerPoint, and Outlook.
- Advanced knowledge of Excel preferred.
- Exceptional attention to detail and strong analytical abilities.
- Superior written and verbal communication skills.
- Ability to collaborate effectively across all organizational levels.
- Flexibility to thrive in a fast-paced, team-oriented environment.
- Self-motivated with excellent time management and organizational skills.
- Capacity to multitask efficiently while maintaining quality standards.
Keywords:
- Education: Bachelor's Degree
If you're ready to leverage your skills and contribute to a dynamic team environment, apply now and join us in delivering exceptional client service while upholding the highest standards of compliance and security.
Company DescriptionRussell Tobin is an equal-opportunity employer and values diversity in the workplace. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.Company DescriptionRussell Tobin is an equal-opportunity employer and values diversity in the workplace. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.-
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