求人の詳細

アカウントドキュメンテーションアナリスト- マンハッタン、ニューヨーク

職種: アカウントドキュメンテーションアナリスト

業種: ファイナンス

勤務地: マンハッタン、ニューヨーク

給与: 66-85K

雇用形態: 正社員

Ref #: 32526


業務

  • Primary Responsibilities include:
  • Perform critical Interaction with clients
  • Interaction with customers to facilitate the processing of all Legal Documents submitted with business transactions and maintain compliance with policies and procedures and work in a professional manner.
  • Facilitate accurate record keeping, approval of all documentation and ensure the appropriate dissemination of documents internally.
  • Fulfill customer requests for forms required to conduct their business.
  • Handle customer requests which include having accounts opened, making title changes and address changes and closing accounts accurately and deftly.
  • Maintain full understanding of the organization's internal policies and procedures relevant to transaction products, acquire knowledge and keep abreast of overall operation and products.
  • Update and maintain a variety of databases; retrieve data to produce reports, conduct analyses, and respond to client and management inquiries.

応募資格

  • A Bachelor’s degree or equivalent work experience is required.
  • Prior experience in corporate banking, financial services or finance/treasurer department in corporations is preferred.
  • English/Japanese language proficiency is required.

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