What are the responsibilities and job description for the Financial Associate position at US Tech Solutions?
Financial Associate
6 Months
Jersey City, NJ
Hybrid
Responsible for ensuring that new accounts are set up properly
The Specialist will develop an in-depth knowledge of business lines, sub custodian network, and systems such as the Unified Account File (UAF), Keystone, and Microsoft.
He/she should assist internal clients in the account opening process and keep them updated on the status of their account openings and maintenance.
The Client Account Specialist will work closely with the Client Service Group to provide our internal clients with quick and accurate account set-ups.
Set up new accounts, make changes to existing accounts and close accounts that are no longer needed.
Perform maintenance functions on existing accounts. Escalate problem items. Monitor and identify incomplete and/or inconsistent information that may result in risk to our clients.
Resolve the discrepancy and execute transaction Escalate problem items
About US Tech Solutions:
US Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and total workforce solutions. To know more about US Tech Solutions, please visit www.ustechsolutions.com
US Tech Solutions is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, colour, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Recruiter Details:
Name: Ajay Singh
Email ID: ajay.s@ustechsolutionsinc.com
Job ID: 25-30054
Salary : $24 - $26
