Customer Service Representatives

 
Location: Princeton, New Jersey
Posted On: 8/3/2017
Job Code: 3270_CSR_NJ
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Job Description
 
Description:-
• The On boarding Analyst is responsible for the on boarding of new accounts into Client Private Investors and channels.
• This requires reviewing new accounts for client information, management and restriction data, and billing details.
• Accounts must be accurately processed and released for trading within a designated timeframe.
• The role also includes ongoing maintenance of the existing accounts to reflect client or account level changes.
• It also includes reviewing and approving client contracts for PI management.
• Effectively communicate across all business groups to resolve issues.
• Ability to successfully manage time between day to day responsibilities and project involvement.
Required Skills:
• ACCOUNT MAINTENANCE
• PROBLEM SOLVING
• BILLING
• CONTRACTS
• ONBOARDING
• Additional Skills:
• FIXED INCOME
• FIXED INCOME MARKETS
• MAINTENANCE
• NEW ACCOUNTS
• EXISTING ACCOUNTS
• TERMINATIONS
• TRADING
• RETAIL
Category:Non-IT  code:new
 
 
Job Requirements
 
 
Management
 

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Contact Details
 
Recruiter
Shitaljit Khomdram
 
Phone
 
 
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