Transition Specialist - Caresoft Inc.
Princeton, NJ
About the Job
Title: Transition Specialist
Duration: 9 Months + (Extendable)
Location: Princeton NJ (Hybrid)
Responsibilities:
Act as a resource to the portfolio managers - assisting with requests to raise cash, add restrictions, change allocations, archive information, and generate performance reports.
Support activities related to the transition of accounts to Merrill Lynch investment platforms
Develop strong professional relationships across functions such as portfolio management, sales, operations, and trading.
Monitor portfolio exception and compliance reports.
Research & resolve individual account discrepancies to ensure a consistent client experience and minimize investment and operational risk
Handle incoming inquiries from advisors, provide a professional investment experience, and resolve account-related issues accurately and efficiently
Maintain accurate and timely client files and notes to ensure all critical information is reflected.
Collaborate with Operations to ensure accounts are properly onboarded and billed, while confirming fee accuracy
Duration: 9 Months + (Extendable)
Location: Princeton NJ (Hybrid)
Responsibilities:
Act as a resource to the portfolio managers - assisting with requests to raise cash, add restrictions, change allocations, archive information, and generate performance reports.
Support activities related to the transition of accounts to Merrill Lynch investment platforms
Develop strong professional relationships across functions such as portfolio management, sales, operations, and trading.
Monitor portfolio exception and compliance reports.
Research & resolve individual account discrepancies to ensure a consistent client experience and minimize investment and operational risk
Handle incoming inquiries from advisors, provide a professional investment experience, and resolve account-related issues accurately and efficiently
Maintain accurate and timely client files and notes to ensure all critical information is reflected.
Collaborate with Operations to ensure accounts are properly onboarded and billed, while confirming fee accuracy
Qualifications:
Bachelor degree required
Good financial services industry experience is required.
Strong technology skills and proficiency with Excel, Python and SQL is highly preferred
Well organized, with meticulous attention to detail, and able to prioritize responsibilities effectively in a fast-paced environment
Candidate must demonstrate a strong interest in global financial markets.
Bachelor degree required
Good financial services industry experience is required.
Strong technology skills and proficiency with Excel, Python and SQL is highly preferred
Well organized, with meticulous attention to detail, and able to prioritize responsibilities effectively in a fast-paced environment
Candidate must demonstrate a strong interest in global financial markets.
Source : Caresoft Inc.