MAPS associates support incoming e-mails associated with opening enrollment documents, maintenance and termination requests from Financial Advisors and their support staff as well as Branch Management. Associates are required to have financial market knowledge in order to support these inquiries and understand the risk associated and the nature of managing these accounts at the Branch level. Associates need an understanding of the different types of accounts, different types of securities and how they are affected with different enrollment documents and underlying agreements.
Processes routine/standard transactions according to established procedures and prescribed processes in support of GWIM Operations. Daily responsibilities will cover one or more operations functional areas such as: analyses, report generation, opening new accounts, trade processing, payment processing, data entry, etc. Provides quality service and effective and efficient operations support for the assigned area's internal business partners and/or external customers and clients. May provide advice and assist with training for less experienced team members. Individuals at this level are expected to use some independence of thought but to refer more complex problems to Operations Team Manager and/or Supervisor. Generally 1 year or more experience is preferred.
Strong written/verbal communication & numerical skills
Show a high level of commitment and professional work ethic
Must be able to give clear examples of past successes in teamwork, use of analytical skills, time and organizational self-management, and flexibility to a changing environment
Must be comfortable in an environment with a heavy focus on numeric analysis and accuracy. Attention to detail is crucial for team processes.
Good time management/organizational skills
Excellent problem solving skills and sound judgment
Displays a positive commitment to being client focused, proactive, and teamwork oriented
Proficient PC skills and applied experience with MS Word and Excel
Shift:1st shift (United States of America)
Hours Per Week:40
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