Junior Financial Clerk

  • location: Baltimore, MD
  • type: Contract
  • salary: $16.92 per hour
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job description

Junior Financial Clerk

job summary:
Description:

1 OPEN ROLE!

Top skills - excellent customer service skills, very detailed oriented, organized, ability to multi-task.

Description:

Candidate will support the Account Transfer (ACATS) team and will be responsible in supporting asset transfers between contra firms. Our clients are our branches and candidate is expected to provide exceptional service to our internal clients along with in-depth knowledge of ACATS and our system. Candidate will be responsible to quality control client paperwork received from our branch offices in order to forward to various financial institutions for further processing. Also have the ability field phone calls from contra firm. They will be working closely with the firm's branch offices. Knowledge of Mutual Funds, Account transfers and overall brokerage information a plus. Strong customer service skills required.

Resource will be responsible to support the transfer of assets between financial institutions. Products include Stocks, Bonds, Mutual Funds and Cash.

Role requires of level of client service through phone and electronic communication which require strong verbal and written skills. Knowledge of mutual fund processing and core back office is preferred.

 
location: Baltimore, Maryland
job type: Contract
work hours: 8 to 5
education: Bachelor's degree
experience: 2 Years
 
responsibilities:
Candidate will support the Account Transfer (ACATS) team and will be responsible in supporting asset transfers between contra firms. Our clients are our branches and candidate is expected to provide exceptional service to our internal clients along with in-depth knowledge of ACATS and our system. Candidate will be responsible to quality control client paperwork received from our branch offices in order to forward to various financial institutions for further processing. Also have the ability field phone calls from contra firm. They will be working closely with the firm's branch offices. Knowledge of Mutual Funds, Account transfers and overall brokerage information a plus. Strong customer service skills required.

 
qualifications:
Resource will be responsible to support the transfer of assets between financial institutions. Products include Stocks, Bonds, Mutual Funds and Cash.

Role requires of level of client service through phone and electronic communication which require strong verbal and written skills. Knowledge of mutual fund processing and core back office is preferred.

 
skills: Other:
Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

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