Account Support Associate

3 weeks ago


Tempe, United States Associate Staffing Full time

What You Will Be Doing:

Responsible for ensuring partnered advisors receive their compensation in a timely manner. Day to day tasks include handling escalations, research, and coding/data transformation.


Qualifications:

  • Degree in finance, preferred
  • SIE certification, preferred
  • 1-2 years in financial industry, preferred
  • Technical capabilities: Microsoft Office, Excel, Beta, Oracle
  • Strong attention to detail
  • Critical problem solving skills


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