Job Description

As a Banking Support Specialist, you will address funding questions and concerns primarily through email communications. You will be part of a fast-paced banking team and address funding questions.

Responsibilities

• Provide support via chat, email, and phone regarding money movement
• Provide transfer updates to customer-facing teams
• Review customer documentation for accuracy
• Comply with AML regulations
• Provide input for improvement regarding banking policies
• Collaborate with clearing firm daily

Requirements

• Series 7 (or SIE and 7 Top-Off) and 63 licensed
• Brokerage check required
• Proficient with technology
• Ability to collaborate with all departments
• Willingness to collaborate with teammates
• Ability to multi-task
• Strong interpersonal skills
• Experience or interest in the financial industry
• Basic understanding of trade settlements
• Detail-oriented mindset
• Bachelor’s degree or related work experience

Benefits

• No benefits