Client Services Associate

ApTask; Baltimore (MD); On-site; USD 27,552 - 28,929; Part time

Job summary

An established recruitment firm is looking for an Entry-Level Analyst in Baltimore, Maryland. This role involves evaluating documents and inquiries for validity, ensuring compliance with regulatory requirements, and requires a Bachelor's degree. Candidates should possess solid computer skills and proficiency in Microsoft Office. The pay rate ranges from $20 to $21 per hour under a contract arrangement.

Qualifications

• Bachelor's degree is required.
• Entry-level position; ideal for those entering the finance sector.

Responsibilities

• Evaluate incoming documents and inquiries for validity.
• Develop subject matter expertise across the department.
• Ensure compliance with regulatory rules and regulations.
• Handle quality sampling of account documents and escalated issues.

Skills

Computer Literacy

Microsoft Office Suite

Previous New Account experience

Proven ability to learn other software packages

Typing speed 35 wpm

Education

Bachelor's Degree

Job description

Team Lead Recruitment | Rock Your LinkedIn Profile, Impromptu Speaking

Pay Rate: $20-21/hr on w2

Bachelor's Degree is required

Base pay range

$20.00/hr - $21.00/hr

Responsibilities

• Responsible for evaluating incoming documents and inquiries, performing the associated research, and making a determination of the validity of the action or document.
• The Representative must develop subject matter expertise across the department and have the ability to apply that knowledge in determining document validity.
• They are responsible for ensuring that downstream actions such as check and debit card orders or system blocks are executed accurately and efficiently to ensure that the firm is operating in compliance with regulatory rules and regulations.
• Responsible for handling quality sampling of new account documents processed in other areas and responding to escalated issues from those areas.

Technical Skills

• Computer Literacy
• Microsoft Office Suite
• Previous New Account experience is preferred
• Proven ability to learn other software packages
• Type a minimum of 35 wpm, Ten key by touch

Seniority level

Entry level

Employment type

Contract

Job Function

Analyst, Accounting/Auditing, and Finance

Industries

Banking, Investment Banking, and Financial Services