- Review and approve pending client requests to ensure proper authorizations and supporting documentation are in place and meet policy requirements.
- Coordinate and process team specific tasks as requested by the business.
- Perform quality reviews of other team members completed work and ensure data accuracy.
- Work across multiple systems and platforms.
- Interface with teams and businesses resolve on-going issues and answer specific policy questions.
- Provide support and work on special projects as requested.
- Apply business judgment to identify unusual or suspicious activities and escalate issues as appropriate.
- Associate must understand and adhere to all policies and procedures including, but not limited to, quality, client service, information security, and compliance.
- Working knowledge of certain Microsoft products including Word, Windows, PowerPoint, and Outlook
- Advanced knowledge of Excel preferred
- Sound judgment and outstanding attention to detail
- Proven analytical skills and problem solving ability
- Superior written and verbal communication skills
- Ability to work collaboratively with all levels of the organization
- Flexible and able to work well under pressure in a team environment
- Self-motivated
- Excellent time management and organizational skills
- Ability to multi-task
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Entry Level Account Opening - Cohoes, United States - Constantin Control Associates LP
![Constantin Control Associates LP](https://contents.bebee.com/public/img/noimg-businessx400.jpg)
1 week ago
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Description
Job Description
Job DescriptionFinancial Services firm located in Cohoes NY has an immediate need for an Account Opening Analyst.
For immediate consideration, please email me an updated resume in a Word Document (not PDF) to:
Full Job description below. Recent graduates encouraged to apply
Client Support & Services - Operations Analyst
(1 year contract + possible Temp to Perm thereafter but minimum 1 year contract)
======================================================================================
Asset & Wealth Management - - Account Opening – Support
Duties:
Skills:
Education: Bachelor's Degree Preferred
# of Positions: 3
Location: Cohoes, NY
Company DescriptionTop Management Consulting and Recruiting Firm Specializing in Financial Services