BNY Wealth Newport Beach CA

Specialist, Client Processing II

Full-time · Dallas, TX
✓ Verified live on the employer's own system · added 11 days ago
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Mid-level · 3+ yrs exp

Requirements

Education: Bachelor's degree

Experience: 3+ years

Skills & tools

CommunicationsMS OfficeExcel
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Full job description

we're seeking the following: - Bachelor's degree or the equivalent combination of education and experience. - 3-5 years of total work experience preferred. - Excellent communication and writing abilities - Demonstrated ability to prepare transmission files and coordinate with cross-functional groups - Attention to detail - Problem solving, critical thinking, time management and communication - Ability to self-manage, prioritize, and execute workload - Prior experience with Microsoft Office applications, especially Excel - We are looking for an individual that possesses these skills or the willingness to learn our processes.

We are also interested in individuals who are looking to grow as our department is growing and changing every year.

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This posting was published by BNY Wealth Newport Beach CA on their own careers system and is shown here with a direct link to apply there. Employers: for corrections or removal, contact jobs@veritahire.com.