Account Services Operations Associate

Type: Contract

Start Date: ASAP

End Date: 2/20/2025

Location: Jersey City, NJ (in-office position)

Schedule: Monday-Friday, 40 work hours per week

Pay Range: $19.00-$22.50 per hour

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

• Quickly respond to related Operations and Customer Service inquiries

• Process all work daily to maintain excellent service levels

BASIC QUALIFICATIONS:

• Minimum of 1 year of financial operations experience or equivalent

PREFERRED QUALIFICATIONS:

• 1+ years’ experience with data entry and documentation review

• Bachelor’s degree preferred

• Familiarity with DocuSign

• 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

Apply