Analyst

About Client: Client is a global financial services firm that provides a wide range of investment banking, securities, wealth management, and investment management services. It is a prominent global financial services firm with a rich history and a strong presence in the financial industry. The Client is committed to corporate responsibility and sustainability. It aims to make a positive impact on society through various initiatives, such as promoting environmental sustainability, supporting diversity and inclusion, and engaging in philanthropic activities. Rate Range: $20-$21.34/Hr Job Description: The Advisory MSSN Operations Associate will serve as a subject matter expert and point of contact for *** branch personnel in regards to Advisory account opening, maintenance, and billing. The associate will explain various policies and procedures, assist with navigation of the firm's systems as well as process branch personnel requests. Inquiries and processing request include, but are not limited to, Advisory account opening, clearing account deficiencies, adjusting the client's advisory fee rate*** explaining the firms standard floor and support levels, linking client accounts for billing purposes, modifying a debit account, and various advisory policies that affect commissions. In addition to being the Advisory point of contact, the Advisory Operations Associate will work with Advisory Operations on researching exception reports and will assist in Advisory Related Project work. Required and Preferred qualifications: Efficient written and oral communication skills Strong interpersonal and service skills Problem solving, personal accountability, ownership, and professionalism Ability to learn quickly and apply knowledge Teamwork as well as ability to work well individually Four-year degree in Finance, Economics, Business Management, Communications or similar preferred - General knowledge of financial markets Working knowledge of *** systems and policies and Billing on advisory accounts a plus Non-benefitted (other than those mandated under state or federal law).Please note that this position does not include paid time off benefits. ApTask offers subsidized insurance coverage to our employees. About ApTask: ApTask is a leading global provider of workforce solutions and talent acquisition services, dedicated to shaping the future of work. As an African American-owned and Veteran-certified company, ApTask offers a comprehensive suite of services, including staffing and recruitment solutions, managed services, IT consulting, and project management. With a focus on excellence, collaboration, and innovation, ApTask provides unparalleled opportunities for professional growth and development. As a member of the ApTask team, you will have the chance to connect businesses with top-tier professionals, optimize workforce performance, and drive success across diverse industries. Join us at ApTask and be part of our mission to empower organizations to thrive while fostering a diverse and inclusive work environment. Applicants may be required to attend interviews in person or by video conference. In addition, candidates may be required to present their current state or government issued ID during each interview. Candidate Data Collection Disclaimer: At ApTask, we prioritize safeguarding your privacy. As part of our recruitment process, certain Personally Identifiable Information (PII) may be requested by our clients for verification and application purposes. Rest assured, we strictly adhere to confidentiality standards and comply with all relevant data protection laws. Please note that we only collect the necessary information as specified by each client and do not request sensitive details during the initial stages of recruitment. If you have any concerns or queries about your personal information, please feel free to contact our compliance team at

Created: 2024-11-05