Service Associate

Manage documents, including quality reviews for accuracy and completeness, scanning and electronic filing. Oversee and distribute incoming and outgoing mail, including opening, sorting, time stamping, and distributing regular and/or overnight mail at multiple points throughout the day. Perform basic money movement functions such as check deposits, issuing checks, and cash and securities transaction approvals. Assist with processing of trade adjustments and responding to operational alerts. Execute actionable items upon review of delegated reports and requests to meet service level expectations in a timely manner. Support the Service and Risk Management team in audit preparedness through ongoing monitoring of accounts and processes, ensuring compliance with firm policies and regulatory requirements. Remedy and/or escalate service breaks to management team. Assist with special projects, identify Firm services and solutions that support clients' needs, and perform various other administrative duties on behalf of the branch. Serve as a resource to sales, service, risk, and Home Office partners on behalf of Service Managers. Organize and track progress against operational remediation projects.