New Accounts Specialist II : 22-01149

Primary Skills: Banking and new account ,Mass Account Transfer, Microsoft Office
Contract type: W2
Duration:6+ Months(Fully remote although candidates would need to be close to the Los Angeles area for when return to office is safe. Working schedule is 8am-5pm PST. )
Location: Los Angeles, CA 90071(Remote)

NOTE: Role open to Women Back to Work candidates with a career gap

To follow up with any questions, please contact Anshika 408-###-####.

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JOB RESPONSIBILITIES:

• Acts as a technical subject matter expert (SME)for both internal and external clients (including financial advisors and sales assistants) and acts as a liaison between department associates and Legal, AML, and Compliance departments.
• Identifies and directs the review of complex issues, analyzes and interprets data and trends and determines appropriate corrective action.
• Guides team on understanding client needs, defines root causes of complex problems and leads implementation of solution.
• Point of contact for all escalated calls from other associates, internal clients and branch personnel. Guides and directs a team culture where on-the-job training is prevalent.
• Consults with Operations Documentation and Education Team to ensure appropriate training approach. Creates or supports training plans, facilitates sessions, and leads less experienced associates through department training as needed.
• Reports successes and identifies concerns to department leadership. Directs department workflows as needed to ensure work is completed in a timely manner.
• Actively supports or leads Mass Account Transfer activities including mapping, preparation, and after-hour account validation events related to Mass Account Transfers.

JOB REQUIREMENTS

• Knowledge of: Operations and New Accounts systems.
• Banking and new account experience is a must.
• Advanced customer operations and the financial industry.
• Accounting concepts and principles.
• Investment concepts, practices and procedures used in the securities industry and as required by New Accounts.
• Skill in: Detail orientation and flexibility sufficient to handle high volume of phone calls requiring quick analytical and supportive responses.
• Interpersonal communication (written and verbal) sufficient to interact with associates at all levels of the organization as well as financial advisors and branch personnel.
• Operating standard office equipment and using required software applications to produce correspondence, reports and electronic communication.
• provide a high level of customer service in a calm and professional manner.
• Establish and maintain effective working relationships at all levels of the organization.

ABOUT AKRAYA
Akraya is an award-winning IT staffing firm and the staffing partner of choice for many leading companies across the US. Akraya was recently voted as a2021 Best Staffing Firm to Temp forby Staffing Industry Analysts and voted by our employees and consultants as a 2022 Glassdoor Best Places to Work.