Finance
BASIC: Minimum of 1 year of financial operations experience or equivalent
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
All your information will be kept confidential according to EEO guidelines.
Established in 1998, Lenmar’s Professional Services (Contingent/SOW Staffing & Managed Services) provides highly-skilled financial services professionals (contract/contract-to-hire/permanent) and helps clients to keep or bring back challenging projects in-house by bridging the technology and domain skills gap. Our resources with extensive Banking, Financial Services & Insurance (BFSI) market, products and technical knowledge help clients innovate and expedite the process of offering product and services offerings to the market.
Lenmar’s IT consulting services help BFSI firms boost and streamline compliance, mitigate risk, and gain competitive advantage. As a strategic consulting partner, we help clients within the Financial Sector embark on a successful Digital Transformation journey by guiding them through the emergence of disruptive technologies like Artificial Intelligence (AI), the Internet of Things (IoT), the Cloud, and Blockchain.
