FinTech LLC

Client is a global financial services firm that provides a wide range of investment banking, securities, wealth management, and investment management services.. It aims to make a positive impact on society through various initiatives, such as promoting environmental sustainability, supporting diversity and inclusion, and engaging in philanthropic activities.. The New Account Service Professional will field questions related to, but not limited to document processing (status of documents, review, and document updates) and general account maintenance including account opening, navigation and modification.. ApTask is a leading global provider of workforce solutions and talent acquisition services, dedicated to shaping the future of work.. As an African American-owned and Veteran-certified company, ApTask offers a comprehensive suite of services, including staffing and recruitment solutions, managed services, IT consulting, and project management.

operations support

About Client: Client is a global financial services firm that provides a wide range of investment banking, securities, wealth management, and investment management services. It is a prominent global financial services firm with a rich history and a strong presence in the financial industry. The Client is committed to corporate responsibility and sustainability. It aims to make a positive impact on society through various initiatives, such as promoting environmental sustainability, supporting diversity and inclusion, and engaging in philanthropic activities. Rate Range: $30-$31.43/Hr Job Description:<ul><li>The National New Accounts Service Professional serves as a subject matter expert and point of contact via inbound calls for *** branch personnel in regards to client onboarding and account maintenance. </li><li>The New Account Service Professional will field questions related to, but not limited to document processing (status of documents, review, and document updates) and general account maintenance including account opening, navigation and modification. </li><li>Additionally, New Account Service Professional will be versed in procedures and policies to ensure that accounts are compliant to the USA Patriot Act.</li></ul>Responsibilities:<ul><li>Engage internal clients via both inbound and outbound phone calls</li><li>Act as initial and ongoing support during account opening and lifecycle of account</li><li>Providing world-class service to internal clients</li><li>Build relationships with internal clients while providing solutions that adhere to internal policies and procedures</li><li>Address issues promptly and effectively</li><li>Ability to maintain success in an evolving environment</li></ul>Skills Required:<ul><li>Must be willing to work in an environment that requires 100% phone-based internal client interaction</li><li>Strong phone-based and written communication skills with individuals at all levels, internally and externally</li><li>Exude confidence with internal clients when providing solutions</li><li>Exceptional critical thinking skills</li><li>Problem solving, personal accountability, ownership, and professionalism</li><li>Ability to learn quickly and apply knowledge</li><li>Apply concepts to real life situations</li><li>Teamwork as well as ability to work well individually</li><li>Proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint </li></ul>Non-benefitted (other than those mandated under state or federal law).Please note that this position does not include paid time off benefits. ApTask offers subsidized insurance coverage to our employees.   About ApTask: ApTask is a leading global provider of workforce solutions and talent acquisition services, dedicated to shaping the future of work. As an African American-owned and Veteran-certified company, ApTask offers a comprehensive suite of services, including staffing and recruitment solutions, managed services, IT consulting, and project management. With a focus on excellence, collaboration, and innovation, ApTask provides unparalleled opportunities for professional growth and development. As a member of the ApTask team, you will have the chance to connect businesses with top-tier professionals, optimize workforce performance, and drive success across diverse industries. Join us at ApTask and be part of our mission to empower organizations to thrive while fostering a diverse and inclusive work environment. Applicants may be required to attend interviews in person or by video conference. In addition, candidates may be required to present their current state or government issued ID during each interview. Candidate Data Collection Disclaimer: At ApTask, we prioritize safeguarding your privacy. As part of our recruitment process, certain Personally Identifiable Information (PII) may be requested by our clients for verification and application purposes. Rest assured, we strictly adhere to confidentiality standards and comply with all relevant data protection laws. Please note that we only collect the necessary information as specified by each client and do not request sensitive details during the initial stages of recruitment. If you have any concerns or queries about your personal information, please feel free to contact our compliance team at businessexcellence@aptask.com

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