Senior Processing Representative (2 openings)
3 days in office; 2 remote (first 2 weeks of training will be in-office)
*** MUST HAVE 2 MONITORS AT HOME ***
*** BACHELOR'S REQUIRED
Top 3 Skills:
- Experience in a production-based role
- Effective communication working with clients
- Dependability – looking for someone that is motivated to work in finance and further themselves in this role
Position Summary
The New Account Document Processing Department serves as a center of expertise for regulatory, policy, and procedural review across the firm. The Senior Processing Representative is responsible for validating new account documentation, conducting research, resolving escalated issues, performing quality reviews, and ensuring operational activities are completed accurately and in compliance with firm and regulatory requirements.
This role requires strong analytical skills, attention to detail, and the ability to apply regulatory and procedural knowledge to complex documentation and account servicing requests.
Qualifications
Required
Bachelor's Degree
Experience in financial services or operations
Previous new account processing experience
Familiarity with *** systems and workflows
Proficiency with Microsoft Office Suite
Skills & Competencies
Customer-focused with a strong sense of urgency and accountability
Ability to manage multiple priorities and meet service level commitments
Strong conflict resolution and critical thinking skills
Effective collaborator with a positive, team-oriented mindset
Continuous learner with a commitment to professional development
Brokerage Operations Analyst - New Accounts in Baltimore at Lenmar Consulting Inc
This position is listed as full time and able to be worked remotely. It was posted 4 days ago.