Jersey City, New Jersey | Contract
Jersey City, NJ
Pay Rate: $17/hr
This role will work within the Direct Brokerage Services unit to process brokerage account transfer and profile maintenance.
- Initiate transfers, set up cash management and checking product applications, link annuities, establish online profile access for clients.
- Various functions supported via existing accounts and documentation.
- Detailed verification and follow-up, comparison, and status required daily.
- Training and support will be provided, but some related experience preferred.
Qualifications and Background
- Associate's Degree
- 2 years experience; Financial services or clerical experience preferred
- Strong attention to detail
- Team-oriented and flexible to changing needs and priorities
Operations Specialist - 15279