Project management and cross-functional relationships
Responsible for customer interaction, documentation issuance, review and system setups, focusing on timely and accurate delivery of all account opening functions
Job Summary
Responsible for customer interaction, documentation issuance, review and system setups, focusing on timely and accurate delivery of all account opening functions.
Performs day to day management of the account opening and maintenance processing, including daily management of in-process, pended, and service related activities.
Responsible for various types of project management in the account services space, and managing cross-functional relationships with all teams.
Matching Summary
Responsible for customer interaction, documentation issuance, review and system setups, focusing on timely and accurate delivery of all account opening functions.
Salary
Base: $111,600.00 - $161,600.00; Bonus/Equity: Not specified; Benefits: Not specified
Skills & Requirements
Must-have
customer interaction and documentation
system setups and account opening
project management and cross-functional relationships
risk management and controls
innovative solutions and process changes
Nice-to-have
diplomacy and influencing skills
strategic thinking and business awareness
coaching and talent development
Key Requirements
6 years plus experience
Bachelor's degree in finance or economy
Project management and financial cost management skills
Exposure to Customer Service and system testing/rollouts