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

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