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Senior Data & Reporting Analyst

Beacon Pointe

Beacon Pointe Advisors is seeking a Senior Reporting Associate to maintain the firm’s data for performance reporting and support internal projects. The successful candidate will have a track record of educational and professional achievement with a commitment to delivering exceptional service to the firm’s growing user base. The role involves inputting client information, coordinating New Account Setup with external resources, auditing data for accuracy, and monitoring CRM-data synchronization. #J-18808-Ljbffr

Vacancy posted 1 day ago
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