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