REQUIREMENTS - 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 (Not required) - 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 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.