Data Entry - New Account Analyst
74% Flex
Offer summary
Qualifications:
High School Diploma required; Bachelor's Degree in Finance or Business discipline preferred., Strong technical and analytical skills required.Efficient in managing and operating various database systems..Key responsabilities:
- Review new business mutual fund applications, ensuring compliance with financial industry policies and regulations.
- Communicate missing information to agents and clients, manage workflow queues, handle client profile updates and correspondence.
- Process incoming faxes, emails, rejected work items, possibly handle calls related to new business and technology queries.
- Handle various administrative tasks regarding new accounts initiation and maintenance for compliance and efficiency standards.
Horizontal Talent
Human Resources, Staffing & RecruitingSMEhttp://www.horizontaltalent.com/
201 - 500 Employees
aboutHorizontal Talent
Job description
Required profile
Experience
Industry :
Spoken language(s)
Check out the description to know which languages are mandatory.
Hard Skills
Soft Skills
- Must be organized, detail-oriented, and capable of communicating effectively with agents and clients.
- Team player with a customer-focused attitude, able to contribute positively to the company’s objectives.
- Must show excellence in follow-up, prioritization of tasks, and managing multiple responsibilities in a fast-paced environment.
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