The opportunity
Our mission is to democratize finance for all. An estimated $124 trillion of assets will be inherited by younger generations in the next two decades.
What you'll do
Review internal escalations from vendors and internal employees on operational case or process escalations.
Review customer-related documents for completeness and process any vital changes in customer accounts
Consistently meet efficiency goals with minimal error
Act as subject matter authority in the firm account opening and maintenance: processes with the ability to clearly communicate this with other teams and customers with outstanding customer service.
Identify gaps or inefficiencies within processes and suggest improvements to departmental leadership.
Perform daily account maintenance requests while interacting and: troubleshooting with internal partners for more sophisticated account issues related to customer accounts such as deactivating and reactivating accounts, levy notice processing, updating customer information ( CX, Legal, Compliance, Clearing Operations, etc.).
What they're looking for
- Utilize AI-tooling to increase individual efficiency and accuracy within the subject matter area.
- Bachelor's degree or equivalent practical experience
- Ability to meet productivity goals
- Exceptional attention to detail and strong problem solving skills
