New Accounts Associate - Entity & Foreign Team

Job description

Job Description Summary This Associate level role will be a part of the New Accounts: Entity & Foreign Team. Job Description: Hybrid Work Environment: This position follows our hybrid-friendly schedule, so you get the best of both worlds – flexibility and collaboration. In office days will be 3 per week averaging 12 days per month in our Corporate Home Office. Responsibilities: Answer the telephone and assist callers or those making varied inquiries by email or mail with any basic requests for information, directing more complex matters to colleagues, as necessary. Accurately and efficiently diagnoses questions and issues and crafts client focused solutions. Provides education to branch personnel related to account opening and maintenance. Follows daily schedule accurately to ensure the success of the department in meeting our Service Level Agreements. Establishes new client accounts by utilizing industry registration requirements. Processes documents accounts to meet industry policies and regulations, including Anti Money Laundering and Know Your Client. Conduct data entry into company systems, and review and verify the information to ensure accuracy and accessibility. Enter data...