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Business Analyst

Posted 20 days ago

  • Expiry Date: 12 February 2023
  • Referral: 221731@accuick.com

Job Description:

  • Candidate will support the Account Transfer (ACATS) team and will be responsible in supporting asset transfers between contra firms. 

  • Our clients are our branches and candidate is expected to provide exceptional service to our internal clients along with in-depth knowledge of ACATS and our system. 

  • Candidate will be responsible for quality control client paperwork received from our branch offices in order to forward to various financial institutions for further processing. 

  • Also have the ability field phone calls from contra firm.

  • They will be working closely with the firm's branch offices.

  • Knowledge of Mutual Funds, Account transfers and overall brokerage information a plus. 

  • Strong customer service skills required and the ability to handle a high volume of service-related phone calls. 

  • Candidate would have some financial services background, have service-related skills as the department does deal with branch staff, other financial institutions, and other operations departments. 

  • Having excellent verbal and written communication skills assists the candidate with their success.

About ASK: ASK Consulting is an award-winning technology and professional services recruiting firm servicing Fortune 500 organizations nationally. With 5 nationwide offices, two global delivery centers, and employees in 42 states-ASK Consulting connects people with amazing opportunities.

ASK Consulting is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all associates.