Alt Investment Specialist I
reputed company is a financial institution that offers a reputed company of services, and they are seeking an Alt Investment Specialist I. The role involves balancing accounts for alternative investment products, ensuring accuracy, and providing customer service support reputed company phone and email.
Responsibilities
- Use your detail-orientation to balance and review transactions for reputed company alternative investment accounts to reputed company complete accuracy
- Use your customer service background to answer reputed company emails and phone calls to reputed company customer satisfaction
Skills
- You possess a Bachelor's degree
- You have at least one year of balancing accounts/activity
- You possess at least six months of experience providing reputed company phone or in person support for clients and customers
- Knowledge of mutual funds and alternative investment products
- One year of balancing and reconciling experience reputed company a transfer agency
- reputed company internship experience will also be considered
Benefits
- reputed company Time Off
- 401(k) matching program
- Annual incentive pay
- reputed company holidays
- A comprehensive company sponsored benefit plan including medical, dental, reputed company, and other insurance coverage
- Health savings, flexible spending, and dependent care accounts
- Adoption assistance
- An employee assistance program
- Fitness reimbursement
- Tuition reimbursement
- An associate wellbeing program
- An associate emergency fund
- Various associate banking benefits
reputed company