Financial Support Representative

We're Hiring: Asset Movement Team (AMT) Associate

Are you detail-oriented, customer-focused, and passionate about protecting client assets? We're looking for an Asset Movement Team (AMT) Associate to join our team and play a critical role in reviewing and approving client money movement transactions while helping prevent fraud and ensuring an exceptional client experience.

Additional Details

• Location: Columbus, OH
• Work Schedule: Hybrid (3 days in the office, 2 days remote)
• Employment Type: 3-month contract
• Pay Rate: $28/hour

What You'll Do

As an Asset Movement Team Associate, you'll serve as an extension of local branch management by reviewing and approving incoming and outgoing money movement requests. You'll collaborate with branch teams and leadership to ensure transactions are processed accurately, efficiently, and in accordance with firm and industry regulations.

Key Responsibilities

• Review and approve money movement transactions in a timely and accurate manner.
• Partner with branch associates, Regional Leaders, and Field Service Team Managers to resolve transaction-related issues.
• Deliver exceptional customer service while maintaining high quality standards in a fast-paced environment.
• Apply risk management policies to help prevent fraud and safeguard client assets.
• Communicate effectively with branch associates and senior management as needed.
• Utilize critical thinking and internal resources to resolve escalated requests.
• Stay current on SEC, FINRA, compliance, and firm policies related to transaction processing.
• Support special projects, technology pilots, and other initiatives as assigned.

What We're Looking For

• Bachelor's degree preferred or equivalent professional experience.
• Strong attention to detail with excellent organizational and decision-making skills.
• Outstanding written and verbal communication abilities.
• Exceptional interpersonal and client service skills.
• Proficiency in Microsoft Office applications.
• Ability to quickly learn new systems and troubleshoot technology-related issues.
• Proven ability to succeed in a fast-paced, team-oriented environment.

Why Join Us?

This is an opportunity to build your career in financial services while making a meaningful impact by helping protect clients and ensuring operational excellence. If you're someone who thrives in a collaborative environment, enjoys solving problems, and values accuracy and integrity, we'd love to hear from you.

Interested? Apply today or reach out to learn more about this opportunity!