Entry Level Analyst - Phyton Talent Advisors : Job Details

Entry Level Analyst

Phyton Talent Advisors

Job Location : Boston,MA, USA

Posted on : 2025-01-26T03:22:10Z

Job Description :

Our client a well known Financial Services Firm is seeking an Entry Level Analyst in their Boston, Massachusetts Location!

Responsibilities

  • Collects global client's dividend and interest Income payments
  • Verify information by validating payment advice received from local market against client receivable
  • ttempt resolution of client entitlement issue internally
  • Makes decision to repair or to contact sub-custodian or depository for resolution
  • Escalate issue to manager when necessary
  • Communicate professionally and constructively to effectively resolve issues in order to minimize risk and exposure.
  • Generate custody/operations related systems reports in support of daily, weekly and monthly management reporting
  • Repair and resolve discrepancies in a timely and accurate manner keeping client informed
  • Identify trends in payment repair including event level, sub-custody level and or market lever repairs
  • Contribute to Division/ Firm process improvement activities through improvement of STP (straight through processing)
  • Acquire and maintain knowledge of Division goals and business objectives; perform activities that support these goals
  • Acquire understanding of full scope of Division and how specific function impacts the firm
  • Repair and resolve discrepancies that impact client servicing in a timely and accurate manner
  • Assist in activities that support the measurement of Client Service Standards
  • Communicate professionally and constructively to effectively resolve all repairs with client payments in a timely and accurately manner.
  • BA/BS degree or equivalent work experience. Demonstrated PC skills. Ability to identify, escalate and resolve a problem.
  • Ability to communicate professionally through effective verbal and written skills. Ability to manage time efficiently and effectively.
  • Organizational skills and detail-oriented. Ability to multi-task.
  • Ability to work in a team environment.
  • Ability to meet deadlines and work under pressure.
  • Computer literate - MS Suite of products - Excel, PowerPoint, Word Internet knowledge

Apply Now!

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