Position Description
Back Office Associate will perform day-to-day operations, including (but not limited to):
Processing Clients’ Trading Agreements and Introducing Broker Agreements
- Review and verification of clients’ and Introducing Brokers’ account opening documents
- Performance of Anti Money Laundering check
- Verification of clients’ and Introducing Brokers’ identity
- Registration of clients and Introducing Brokers in database
- Communication with clients and Introducing Brokers regarding account status
Processing Daily Transactions and Support on Live Trading Accounts
- Post debits, credits, and inter-account funds transfers
- Record transactions in database
- Changes of account type and/or status
Assisting Clients with General Inquiries
- Handle Introducing Brokers’ and clients’ telephone, e-mail, and ticket inquiries
- Provide information regarding company policies and procedures
- Handle first level troubleshooting for users unable to access systems
*This is not a call center.
Qualifications
- Some college experience
- 1+ year of experience in the customer service industry
- Must possess excellent skills in addressing clients’ inquiries via e-mail and telephone
- Superior customer service skills
- Self starter and able to work with minimal supervision
- trong analytical and problem-solving skills
- Excellent verbal and written communication skills
- Able to work both independently and in a team environment
- Detail-oriented with a high level of organizational skills
- Determine priorities and follow up in a timely fashion
- Able to maintain confidentiality
- Team player
- Must have outgoing personality
- Able to multi-task and meet deadlines in a fast-paced business environment
- Computer literate – Must have good knowledge of Microsoft Office applications
- Bi-lingual preferred
Only applicants with all of these requirements will be considered.
Additional Information
Location:
The Empire State Building
350 Fifth Avenue, Ste. 6400
New York, NY 10018
Position Starts: Immediately
Work Types: Full Time Employee
Please e-mail resume with cover letter to
.