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Account Services Ops (Max $22/hr W2) at Lenmar Consulting Inc.
Jersey City, New Jersey, United States -
Full Time

Start Date

Immediate

Expiry Date

15 Oct, 26

Salary

22.0

Posted On

17 Jul, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Financial Operations, Account Maintenance, Risk Controls, Fraud Identification, DocuSign, Microsoft Word, Microsoft Excel, Microsoft Access, Analytical Skills, Customer Service, Organizational Skills, Written Communication, Oral Communication

Industry

Information Technology & Services

Description
Company Description Finance Job Description BASIC: Minimum of 1 year of financial operations experience or equivalent 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 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 Additional Information All your information will be kept confidential according to EEO guidelines.
Responsibilities
Support the new account opening process and account maintenance for both paper and online applications. Handle exception reports, execute risk controls, and identify fraudulent or high-risk accounts.