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Senior Data Entry Operator / Account Services Representative (ASR)

Company: Cyberthink, Inc
Location: San Diego
Posted on: November 23, 2021

Job Description:

Job Description: ------------------ Specialized in managing the client experience. Transaction services (New Account Opening, Transfers & Cash/Asset movements) for RIA clients. ------------------ Manage back office needs and effectively processes advisor transactions using internal workflow systems using departmental standard procedures with a high degree of accuracy. ------------------ Qualifies validated paperwork, activates and maintains advisors accounts. ------------------ Research, resolve and follow-up on applicable transfers, cash movements, document restrictions on accounts and release restrictions when issues are resolved. ------------------ Contact contra firms as needed to status submitted transfers or to make general inquiries as to contra firm procedures or contact/delivery information. ------------------ Review and process cash management, transfer request and banking need the clients may have requests for Advisors and their Clients. ------------------ Analyze all paperwork received, document and notify clients of pending issues, work closely with clients for resolution, and accurately process accounts, as they are resolved. ------------------ Performing in depth research on issues as well as identify best courses of action to best service the client and protect the firm from liability. ------------------ Partner internally with Senior Relationship Managers to ensure the appropriate research and resolution of issues in a timely manner. ------------------ Serve as a subject matter expert to 2 or more back-office specialty areas and perform basic functions in all areas. ------------------ 1+ year related experience. 2 -3 years total experience. ------------------ Proficiency in Microsoft Word, Excel and Outlook required. ------------------ Experience in 2 back/middle office function (Certified) (Cash management, Transfers, New Accounts) required. Job Requirements:------------------ Must be able to process work with a near perfect error ratio. ------------------ Must exercise independent decision making with service requests to balance client satisfaction against shareholder value. ------------------ 2 Year College Degree required. 4 Year College Degree preferred. ------------------ Military education or experience may be considered in lieu of civilian requirements listed.

Keywords: Cyberthink, Inc, San Diego , Senior Data Entry Operator / Account Services Representative (ASR), Administration, Clerical , San Diego, California

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