Job description

Description

SUMMARY 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
Bachelors 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

Job Type: Full-time

Pay: $19.69 per hour

Schedule:

• 8 hour shift
• Monday to Friday

Ability to commute/relocate:

• Sandy, UT 84070: Reliably commute or planning to relocate before starting work (Required)

Work Location: One location

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