Associate Member Services Management
Job Summary
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
COMPLETE JOB DESCRIPTION
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