Business Analyst II
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:
$20-$21.
34/Hr.
Job Description:
Top Skills:
High volume call/service experience Ability to learn and retain a large amount of information and be able to refer to it quickly to resolve client issues Interest in learning tasks to possibly do combination of service calls and processing Multitasker
Responsibilities:
Candidate will support the Account Transfer (ACATS) team and will be responsible in supporting asset transfers between contra firms.
Our clients are our branches and candidate is expected to provide exceptional service to our internal clients along with in-depth knowledge of ACATS and our system.
Candidate will be responsible for quality control client paperwork received from our branch offices in order to forward to various financial institutions for further processing.
Also have the ability field phone calls from contra firm.
They will be working closely with the firm's branch offices.
Knowledge of Mutual Funds, Account transfers and overall brokerage information a plus.
Strong customer service skills required and the ability to handle a high volume of service-related phone calls.
Ideally a candidate would have some financial services background, have service related skills as the department does deal with branch staff, other financial institutions, and other operations departments.
Having excellent verbal and written communication skills assists the candidate with their success.
Qualifications:
Organization Efficient communication Attention to detail and a readiness to escalate issues with a sense of urgency are of importance Customer service etiquette Detailed oriented Adaptive to a fast paced environment Team player Responsible Execution oriented with the effective follow through and the ability to multi task and basic understanding of the financial industry a plus.
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 dynamic workforce management solutions company dedicated to helping professionals excel in their careers.
With a focus on IT, project management, and strategic consulting roles, ApTask offers tailored opportunities that align with your aspirations.
Join our thriving community of skilled professionals and unlock your potential to make a meaningful impact.
Discover exciting career prospects with ApTask today at.
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.
Recommended Skills Adaptability Attention To Detail Brokerage Communication Curiosity Customer Service Estimated Salary: $20 to $28 per hour based on qualifications.
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:
$20-$21.
34/Hr.
Job Description:
Top Skills:
High volume call/service experience Ability to learn and retain a large amount of information and be able to refer to it quickly to resolve client issues Interest in learning tasks to possibly do combination of service calls and processing Multitasker
Responsibilities:
Candidate will support the Account Transfer (ACATS) team and will be responsible in supporting asset transfers between contra firms.
Our clients are our branches and candidate is expected to provide exceptional service to our internal clients along with in-depth knowledge of ACATS and our system.
Candidate will be responsible for quality control client paperwork received from our branch offices in order to forward to various financial institutions for further processing.
Also have the ability field phone calls from contra firm.
They will be working closely with the firm's branch offices.
Knowledge of Mutual Funds, Account transfers and overall brokerage information a plus.
Strong customer service skills required and the ability to handle a high volume of service-related phone calls.
Ideally a candidate would have some financial services background, have service related skills as the department does deal with branch staff, other financial institutions, and other operations departments.
Having excellent verbal and written communication skills assists the candidate with their success.
Qualifications:
Organization Efficient communication Attention to detail and a readiness to escalate issues with a sense of urgency are of importance Customer service etiquette Detailed oriented Adaptive to a fast paced environment Team player Responsible Execution oriented with the effective follow through and the ability to multi task and basic understanding of the financial industry a plus.
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 dynamic workforce management solutions company dedicated to helping professionals excel in their careers.
With a focus on IT, project management, and strategic consulting roles, ApTask offers tailored opportunities that align with your aspirations.
Join our thriving community of skilled professionals and unlock your potential to make a meaningful impact.
Discover exciting career prospects with ApTask today at.
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.
Recommended Skills Adaptability Attention To Detail Brokerage Communication Curiosity Customer Service Estimated Salary: $20 to $28 per hour based on qualifications.
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