Wealth Management Associate
11 hours ago
As a Finance Enrollment Analyst at PCR Financial Aggregation, your key duties will involve:
- Collaborating with clients to develop personalized account enrollment strategies.
- Ensuring timely and accurate execution of client account enrollments.
- Maintaining open communication with internal teams and counterparties.
- Proactively addressing and resolving any challenges or discrepancies that arise during the enrollment process.
Requirements and Expectations
To excel in this position, you must demonstrate:
- Strong analytical and problem-solving skills.
- A detail-oriented and organized approach to work.
- Effective communication and interpersonal skills.
- A customer-centric attitude with a focus on delivering high-quality results.
- Proficiency in Microsoft Excel, including advanced functions such as Vlookup and Pivot Tables.
Compensation and Benefits
This role comes with a competitive salary of $95,000 per year, accompanied by a comprehensive benefits package emphasizing work-life balance and career advancement opportunities. Our flexible work environment allows for consistent remote work. We value diversity and strive to create an inclusive workplace where individual objectives and contributions are celebrated.
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