Job Title: Document Processor
Location: New York, NY 10013

Duration: 6 Months

Schedule: Monday to Friday Office Hours: 8:30 to 5:30; ability to work remotely from home up to 3-4 days a week (must have reliable home office capability)

Job Description:

• The Client Account Officer is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems. Integrates in-depth specialty area knowledge with a solid understanding of industry standards and practices. Good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/ job family. Applies analytical thinking and knowledge of data analysis tools and methodologies. Requires attention to detail when making judgments and recommendations based on the analysis of factual information. Typically deals with variable issues with potentially broader business impact. Applies professional judgment when interpreting data and results. Breaks down information in a systematic and communicable manner. Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information. Moderate but direct impact through close contact with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely related teams.

Responsibilities:

• Responsible for ensuring a quick and seamless onboarding and account opening experience for our clients. Our ultimate goal is to exceed our clients’ expectations by constantly innovating to improve the onboarding and account opening processes.
• Onboard new client relationships and additional members by completing client risk profiles and process relationship updates using Client onboarding applications
• Process account opening or maintenance requests in a timely manner
• Liaise with downstream partners until requests are completed and maintain constant communication with banking team partners
• Ensure all documentation received is current, accurate and complete.
• Partner with Know Your Client (KYC) Teams, the Account Opening division, and other product partners to ensure expedient, efficient and seamless processing
• Provide the highest level of customer service and teamwork to Banking teams and other internal partners
• Continuously innovate by analyzing our onboarding processes and systems to ensure we are as efficient and effective as possible
• Engage with technology to design, build, and test new or updated applications
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Client group, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications:

• Licensing (Series 7, 63 and 65 or 66) beneficial but not required
• Self-motivated, proactive, and eager to improve existing processes Extremely detail oriented Excellent team player Strong ability to multi-task, prioritize, and work well under pressure Strong verbal and written communication skills
• Demonstrated interest in the fields of operations and compliance

Education:

• Bachelor's/University degree or equivalent experience

Job Types: Contract, Full-time

Pay: $23.00 - $24.00 per hour

Schedule:

• 8 hour shift

Work Location: One location

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