Operations Specialist

Jersey City, NJ



  • Responsible for ensuring that new accounts are set up properly and maintained effectively on systems.
  • Develop an in-depth knowledge of business lines, subcustodian network, and systems such as the Unified Account File (UAF), Keystone, and Microsoft.
  • Assist internal clients in the account opening process and keep them updated on the status of their account openings and maintenance.
  • Work closely with the Client Service Group to provide our internal clients with quick and accurate account set-ups.
  • Set up new accounts, make changes to existing accounts and close accounts that are no longer needed.
  • Code data from the new account form into various systems.
  • Perform maintenance functions on existing accounts.
  • Monitor and identify incomplete and/or inconsistent information that may result in risk to our clients.
  • Contribute to Division or Firm process improvement activities.
  • Understands s systems and workflows beyond immediate team and utilizes this knowledge to suggest process improvements that will benefit the department.
  • Assists team in developing and implementing process improvements which will reduce risk and/or increase productivity.




  • BA/BS degree
  • Demonstrated PC skills





Note: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, we will keep your resume on file for future opportunities and may contact you for further discussion.

Date Posted 6/22/2020
Salary $20.00/hr

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