Job Description
Job Description Job Description A huge company in the financial services industry is looking for a recent graduate with some experience in the financial sector. Pay Range: $24-26/h Contract Position: 6-12 months (possible perm/extension) Education: Bachelor’s degree required; experience in financial services is preferred. Skills: - Exceptional problem-solving skills, ability to independently assess and identify plans for resolution - Exceptional organizational skills, ability to multi-task and prioritize time accordingly - Strong interpersonal and communication skills - Client relationship skills and experience in communicating with external clients - Excellent Microsoft office skills required, specifically Microsoft Excel (v-lookup, pivot tables), PowerPoint - Strong ability to manage large data sets in order to analyze project trackers and metrics - Ability to work as part of a team in a fast-paced environment and adapt to the needs of the team as they arise - Experience in KYC / AML, Equity, 1099, client onboarding is a plus Responsibilities: - Oversee and prioritize financial projects. - Troubleshoot cases and collaborate on solutions. - Interact with subject matter experts to develop FAQs and standard responses to common themed queries. - Communicate with focus clients and sales coverage to provide regulation guidance, organizing client calls where needed. - Manage sensitive financial information with discretion. Keywords: Client service, financial projects, confidentiality, relationship building, organizational skills, financial services, multitasking.