2 days ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Salary: Between USD 1,100 - USD 1,300 based on experience. We are seeking a detail-oriented and proactive Banking Services Associate with 1–3 years of experience, ideally within a Broker Dealer or Banking environment. The ideal candidate will possess strong organizational skills, a customer service mindset, and the ability to thrive in fast-paced, deadline-driven settings. Key Responsibilities: - Manage account opening processes and perform thorough documentation review. - Ensure compliance with custodian requirements, including onboarding and maintenance. - Coordinate with internal departments and custodians to streamline operations. - Monitor and follow up on the status of documentation and outstanding items. - Keep internal procedures updated in accordance with regulatory changes. - Support ongoing process improvements and documentation updates. Requirements: - 1 to 3 years of experience in banking operations or within a broker-dealer environment. - Bachelor's degree in Finance, Business Administration, or a related field (preferred). - Strong attention to detail, with a proactive and results-driven attitude. - Excellent organizational and time-management skills; able to prioritize effectively. - Strong customer service orientation with a collaborative and solution-focused mindset. - Ability to perform under pressure and meet tight deadlines. - Clear and professional verbal and written communication skills. - Proficiency in Microsoft Office tools: Word, Excel, PowerPoint, Outlook. - Bilingual (Spanish and English) – C1 level or higher is mandatory. Seniority level - Seniority level Associate Employment type - Employment type Full-time Job function - Job function Finance and Customer Service - Industries Administrative and Support Services and Financial Services Referrals increase your chances of interviewing at Simera by 2x Sign in to set job alerts for “Banking Associate” roles. We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr