Job description

JOB DESCRIPTION:

The Asset Movement Team (AMT) Associate will review and approve incoming and outgoing money movement transactions for retail and retirement accounts. The AMT Associate's will work with various systems to ensure the appropriate approval of each transaction. AMT Associates will partner with the Regional Leader to resolve issues while processing requests. They will abide by firm and industry rules to prevent fraud, protect clients assets and follow client instructions.

Hybrid shift*

RESPONSIBILITIES

• Provide world class customer service.
• Work closely with *** branch associates to review and approve money movement requests in a timely manner.
• Work in a fast-paced environment with high quality standards.
• Communicate with Senior Management and Branch Associates when needed.
• Work in a team setting using critical thinking skills and internal resources to resolve escalations.
• Apply risk approved policies to prevent client fraud.
• Keep current on SEC/Client, Compliance and Firm Policies for transaction-based requests.
• Work on projects and technology pilots when appointed.
• Other duties as assigned.

QUALIFICATIONS

• College or equivalent experience preferred
• Ability to demonstrate success in previous roles
• Basic clerical and administrative skills
• Effective written and verbal communication skills
• Organizational skills, decision making skills, attention to detail and excellent follow up skills
• Experience using Microsoft suite.
• Ability to learn new systems and troubleshoot technology issues in a timely manner

Job Type: Contract

Salary: $27.00 per hour

Schedule:

• 8 hour shift

License/Certification:

• transactions (Required)

Work Location: One location

Speak with the employer
+91 +1(201) 226-3548

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