Associate, Digital Operations (Fintech)

Location: NY LI Jericho, United States

Annual base pay: $31,500–$49,000 USD

Company

Financial services organization undergoing a technology-driven, customer-centric transformation.

What you will do

• Process account documentation, maintenance requests, scanned documents, folders, and filing.
• Complete data entry and maintenance activities for different account types.
• Conduct customer research requested by branches.
• Answer internal and external customer questions by email and telephone within established timelines.
• Review assigned activities for compliance with applicable laws and regulations.
• Support colleagues and maintain relationships with branches and departments.

Requirements

• Bachelor’s degree in a related field or equivalent combination of work experience, training, military service, or education.
• At least 1 year of experience in the same or a similar role.
• Working knowledge of Windows-based software programs.
• Ability to analyze findings, follow written and oral instructions, manage multiple assignments, and work in a fast-paced, high-volume environment.
• Strong attention to detail, communication skills, and customer service orientation.
• Must be legally authorized to work full-time in the United States without employer sponsorship.

Nice to have

• Established work history or equivalent experience, training, military service, or education.

Culture & Benefits

• Customer-centric environment focused on innovation and technology-driven transformation.
• Competitive rewards package and benefits supporting employees, families, and well-being.
• Inclusive and accessible application process with reasonable accommodations available.
• Strong risk culture with proactive and responsible risk management expected at all levels.