Hired by Matrix, Inc · 21 hours ago
Account Services Operations
Jersey City, NJ
Contract
Onsite
Entry Level
$23/hr - $23/hr
1+ years expHired by Matrix, Inc is a global financial institution seeking an Account Services Operations professional. The role involves supporting the new account opening process, reviewing applications, and handling inquiries to ensure excellent service levels.
Human ResourcesMarketingStaffing Agency
Responsibilities
Supporting the new account opening process (both paper and online), stock plan activation, and account maintenance
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
Qualification
Required
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
Company
Hired by Matrix, Inc
Hired by Matrix is a staffing and recruiting company specializing in administrative, clerical, and marketing staffing services.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
S
Sharon Olzerowicz
President/CEO
Company data provided by crunchbase