Operations Associate

New York, NY

Posted: 04/29/2021 Industry: FIN Consulting Job Number: 14927298

Job Description


Job Summary: Supports the daily functioning of the Client Services department


Qualifications:
  • High School diploma or equivalency; some college preferred
  • 1-2 years' Financial Services experience not required
  • Basic computer knowledge (Microsoft offices)

Essential Duties and Responsibilities:
  • Work independently and cooperatively within specified section
  • Comply with section policies, procedures and escalation protocols

Job Functions and Tasks:
  • Participate in knowledge transfer with senior and junior staff
  • Control and address the transaction processing within the Insight system
  • Data Entry
  • Control and address the account surveillance process using applicable Insight screens
  • Control and address report review
  • Escalate unsolved violations and problems to Management
  • Other duties and tasks as assigned

Meet Your Recruiter

Richard Franco

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