Sr. Associate - New Accounts: Legal Documents Team
Based in United States
Core
Sr. Associate in the Legal Documents Center of Excellence supporting the New Accounts department by handling client inquiries, managing documents, and adhering to regulatory codes.
Role type
Associate legal operations specialist
Builds
Microsoft documents, databases, and departmental systems for the New Accounts team
Domain
Financial services / Legal operations
Required skills
Regulatory compliance, client service, document management, internal communication, system operation, budget tracking
Responsibilities
Answer telephone and email inquiries, direct complex matters to colleagues, produce and update Microsoft documents and databases, handle client cases and inquiries, adhere to organizational policies and regulatory codes
Seniority
Associate, intermediate level with guidance