Employer Industry: Financial Services

Why consider this job opportunity:
- Opportunity for career advancement and growth within the organization
- Work remotely with flexible scheduling options
- Engage in a critical role that directly impacts client satisfaction and account management
- Supportive and collaborative work environment with access to experienced teams
- Chance to work with modern technology and participate in innovative solutions

What to Expect (Job Responsibilities):
- Process trade deal purchases in customer profiles and address discrepancies between the employer and fund companies
- Handle Corporate Activity Activities, including reconciling transactions and processing returns
- Analyze complex issues and validate new technology enhancements
- Communicate with Retail and Institutional Service Teams via email, phone, and other platforms
- Review subscription deals or transfer requests and ensure compliance with regulatory requirements

What is Required (Qualifications):
- Must be available and punctual for scheduled work shifts
- Minimum educational requirement: High School Diploma or GED
- Strong analytical skills to address discrepancies and complex issues
- Excellent written and verbal communication skills
- Familiarity with financial services or related experience preferred

How to Stand Out (Preferred Qualifications):
- Previous experience in financial services or data entry roles
- Knowledge of regulatory compliance and reconciliation processes
- Proficiency in using Salesforce and other relevant software tools
- Strong problem-solving skills and attention to detail

#FinancialServices #RemoteWork #CareerOpportunity #DataEntry #ClientSatisfaction

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