Asset & Wealth Management - AYCO - Account Opening - Support

Spectraforce Technologies
United States, New York, Cohoes
Dec 20, 2024
Job Title: Asset & Wealth Management - AYCO - Account Opening - Support Location: Cohoes, NY Duration: 12 Months Duties: Review and approve pending client requests to ensure proper authorizations and supporting documentation are in place and meet policy requirements. Coordinate and process team specific tasks as requested by the business. Perform quality reviews of other team members completed work and ensure data accuracy. Work across multiple systems and platforms. Interface with teams and businesses resolve on-going issues and answer specific policy questions. Provide support and work on special projects as requested. Apply business judgment to identify unusual or suspicious activities and escalate issues as appropriate. Associate must understand and adhere to all policies and procedures including, but not limited to, quality, client service, information security, and compliance. Skills: Working knowledge of certain Microsoft products including Word, Windows, PowerPoint, and Outlook Advanced knowledge of Excel preferred Sound judgment and outstanding attention to detail Proven analytical skills and problem solving ability Superior written and verbal communication skills Ability to work collaboratively with all levels of the organization Flexible and able to work well under pressure in a team environment Self-motivated Excellent time management and organizational skills Ability to multi-task Relevant financial experience Education: Bachelor's Degree Preferred 1+ years expereince in a related field