Client Services Representative
6 days ago
This is an exciting opportunity to join our team as a Portfolio Operations Associate. In this role, you will be responsible for performing daily checks on file deliverables, investigating discrepancies, and resolving operational problems and IT issues related to asset servicing, trade operations, and client reporting.
Responsibilities
- Research and resolve problems using multiple avenues for resolution
- Troubleshoot issues and provide resolutions to impacted teams
- Communicate effectively with clients and SSC management to ensure proper follow-ups for issue resolution
Requirements
- 1-3 years of experience in investment operations or a related field
- Degree in finance, business, technology, or a relevant industry
- Strong Excel, Access, and Word skills
- Experience in writing SQL, Oracle, Sybase is desired
- Strong verbal and written communication skills in English
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