Computer Skills, Customer Service Operations, Customer Support/Service, Data Entry, Detail Oriented, Diversity, Documentation Review, Financial Operations, Microsoft Access Database, Microsoft Excel, Microsoft Word, Operational Support, Organizational Skills, Stock Purchase Plans, Team Player
Location: Jersey City, NJ/Hybrid
Duration: 12 months
- Hybrid
SUMMARY
This position is in Account Services Operations, which primarily consists of supporting the new account opening process (both paper and online), stock plan activation, and account maintenance
RESPONSIBILITIES
- Review paper and electronic applications to determine good order
- Manually process applications as needed with speed and accuracy
- Quickly respond to related Operations and Customer Service inquiries
- Process all work daily to maintain excellent service levels
BASIC
- Minimum of 1 year of financial operations experience or equivalent
PREFERRED
- 1 years' experience with data entry and documentation review
- Bachelor's degree preferred
- Familiarity with DocuSign
- Proven organizational skills with attention to detail
- Strong computer skills (Word, Excel, Access, etc.)
- Must be a dynamic and self-starting individual, able to work independently or as part of a team
E*TRADE from *** is an Equal Opportunity Employer who encourages diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, disability, ,, marital status, sexual orientation, gender identity, military or protected veteran status, or any other characteristic protected by applicable law.
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eTeam Inc.
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