✨ About The Role
- The Alpha Account Services Associate 2 will support and maintain the production processing of client transition requests.
- Daily interaction with clients' front office personnel is required, serving as a single point of contact for various account activities.
- The role involves coordinating new account activity and ensuring operational readiness within agreed timeframes.
- Responsibilities include reviewing and verifying peer work, maintaining documented workflows, and resolving discrepancies.
- The position requires engagement in complex special projects and assignments, contributing to team goals.
âš¡ Requirements
- A bachelor's degree in finance, accounting, or economics is preferred for this role.
- Candidates should have at least 1 year of related financial industry experience.
- Strong attention to detail is essential, as the role involves handling multiple projects simultaneously.
- The ideal candidate will have excellent interpersonal and communication skills to develop business relationships.
- A proactive approach to problem-solving and the ability to analyze complex issues will contribute to success in this position.