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Associate Member Services Management
A company is looking for an Associate in Member Services and Member Management. Key Responsibilities Process incoming investment partner information accurately and timely Monitor and reconcile investment partner files and General Ledger accounts Perform troubleshooting on investment-related problems and assist with client issues Required Qualifications High School diploma or GED required; continuing education in Business or Finance preferred 2 years of experience in data entry and analysis in a financial setting preferred Experience with brokerage/investment platforms preferred Proficient in Microsoft Office Suite and 10-key Knowledge of brokerage/investment processes
A company is looking for an Associate in Member Services and Member Management.
Key Responsibilities
Process incoming investment partner information accurately and timely
Monitor and reconcile investment partner files and General Ledger accounts
Perform troubleshooting on investment-related problems and assist with client issues
Required Qualifications
High School diploma or GED required; continuing education in Business or Finance preferred
2 years of experience in data entry and analysis in a financial setting preferred
Experience with brokerage/investment platforms preferred
Proficient in Microsoft Office Suite and 10-key
Knowledge of brokerage/investment processes