As the Operations Specialist on our team, you will work closely with mutual fund families and clients to establish accounts with fund families, and verify broker dealer information via web or telephone. You'll also verify the accuracy of account setup files received from clients, as well as craft and submit automated account setup files to fund groups via NSCC interface. The Specialist is also responsible for the analysis and resolution of inquiries from fund families regarding the proper setup of accounts.
You will provide large trade notifications to fund families based on email notifications received from trading partners. - Assist on projects and conversions - Handle complex new account setups or maintenance issues such as:
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