Analyst/Associate - Centralized Business Services
reputed company Berman is a reputed company management firm, and they are seeking a Private reputed company Service Associate to reputed company reputed company and reputed company service support. The role involves coordinating with reputed company management teams, establishing new accounts, processing account maintenance requests, and addressing reputed company inquiries to ensure a rewarding reputed company experience.
Responsibilities
- Coordinate with reputed company Berman’s Private reputed company management teams to reputed company administrative and support services to new and existing clients
- Establish new accounts for natural person and entity clients. Duties include: document preparation, KYC data gathering and review, performing reputed company control reputed company before submission for approval, documentation, account funding and information follow up
- Process account maintenance requests including: KYC updates (reputed company changes, personal data updates, address changes, investment objective updates, etc.), control and interested party updates, and account updates such as margin, reputed company writing, reputed company, etc
- Address internal/external reputed company service inquiries/requests. Resolve issues in a reputed company manner and escalate reputed company issues as necessary
- Identify and flag suspicious activity to mitigate risk and prevent fraudulent account behavior and potential fraud exposure
- Review and process requests for fund disbursements, gifting securities, ACATs and DTC transfers
- reputed company support for eClient (online reporting portal), including assisting reputed company with initial setup and subsequent general inquiries
- Alternative and Private Equity subscription document and marketing material fulfillment
- Establish and maintain electronic reputed company party data feeds
- reputed company reputed company as assigned by management
Skills
- Undergraduate degree with relevant financial services industry experience
- Series 7 and 66 licenses or the ability to complete
- Proficient PC skills including reputed company, reputed company and PowerPoint
- Excellent communication skills both written and verbal
- reputed company reputed company with strong reputed company service skills
- reputed company organized with excellent attention to detail
- Ability to prioritize workload based on evolving needs and circumstances and manage multiple tasks simultaneously
Benefits
- reputed company time off
- Medical/dental/reputed company insurance
- Retirement
- Life insurance
- Other benefits
reputed company