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- As a Business Analyst in Account Services Operations, you'll play a vital role in supporting the new account opening process, stock plan activation, and account maintenance. Your responsibilities will include: Reviewing paper and electronic applications to ensure they meet good order criteria. Processing applications manually when necessary with speed and accuracy. Handling exception and reconciliation reports, and assisting in executing risk controls. RAs a Business Analyst in Account Services Operations, you'll play a vital role in supporting the new account opening process, stock plan activation, and account maintenance. Your responsibilities will include: Reviewing paper and electronic applications to ensure they meet good order criteria. Processing applications manually when necessary with speed and accuracy. Handling exception and reconciliation reports, and assisting in executing risk controls. R
- As a Junior Financial Analyst, you will play a crucial role in ensuring the accuracy and integrity of our cost basis and tax reporting processes. Your responsibilities will include: Conducting data analysis and reconciliation of cost basis data from various sources. Producing accurate and actionable status reports. Reviewing and approving tax documents such as W-8s. Assisting in the review of year-end tax forms and related checkouts. Performing income reAs a Junior Financial Analyst, you will play a crucial role in ensuring the accuracy and integrity of our cost basis and tax reporting processes. Your responsibilities will include: Conducting data analysis and reconciliation of cost basis data from various sources. Producing accurate and actionable status reports. Reviewing and approving tax documents such as W-8s. Assisting in the review of year-end tax forms and related checkouts. Performing income re
