At-a-Glance: Are you ready to build your career by joining a global financial institution? If so, our client is hiring an Asset Movement Team (AMT) Associate.
Position Type:- Contract
- Hybrid - 3 days in office - 2 days from home.
Required:- College preferred or equivalent experience.
- 3+ years of related experience.
- Ability to demonstrate success in previous roles.
- Basic clerical and administrative skills.
- Effective written and verbal communication skills.
- Excellent interpersonal and client service skills.
- Organizational skills, decision making skills, attention to detail and excellent follow up skills.
- Experience using Microsoft suite.
- Ability to learn new systems and troubleshoot technology issues in a timely manner.
Responsibilities:- Act as an extension of local branch management in the review and approval of incoming and outgoing money movement transactions.
- Work with various systems to ensure the appropriate approval of each transaction.
- Partner with the Regional Leader and/or the Field Service Team Manager to resolve issues while processing requests.
- Abide by firm and industry rules to prevent fraud, protect client's assets and follow client instructions.
- Provide world class customer service.
- Work closely with Brokerage branch associates to review and approve money movement requests in a timely manner.
- Work in a fast-paced environment with high quality standards.
- Communicate with Senior Management and Branch Associates when needed.
- Work in a team setting using critical thinking skills and internal resources to resolve escalations.
- Apply risk approved policies to prevent client fraud.
- Keep current on SEC/Client, Compliance and Firm Policies for transaction-based requests.
- Work on projects and technology pilots when appointed.
- Other duties as assigned.ย
Get in Touch:We want to hear from you! If you think you'd be a good match, submit your resume and reach out to Bharat at 862-658-6248 to learn more.
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