Fee Based Associate-(Hybrid 3 days onsite-only W2)
Noblesoft Solutions
Job Description
Job Title: Fee Based Associate
\nLocation: St. Petersburg, FL (Hybrid)
\nDuration: Long Term
\n \nHybrid Opportunity – The role is hybrid, in office every Monday, Tuesday and Wednesday. Candidates must be located local to St. Petersburg, FL.
\n \nJob Description
\nUnder general supervision, use skills obtained through experience and training to reconcile account activity between multiple sources.
\nReviews standard issues, analyzes and interprets data and determines appropriate corrective action.
\nSupports and complies with established policies and procedures.
\nReviews daily tasks for accuracy and completeness.
\nMaintains detailed records/notes to ensure all client requests are logged and completed in a timely fashion.
\nPerforms other duties and responsibilities as assigned.
\n \nSkills:
\nKnowledge of basic customer operations and the financial industry.
\nBasic accounting concepts and principles.
\nAble to calculate basic equations and enter financial data accurately.
\nInterpersonal and communication (written and verbal) skills sufficient to interact with associates at all levels of the organization.
\nNumerical aptitude and critical thinking sufficient to solve operational problems.
\nAdhere to a schedule.
\nProficient with Microsoft Office products (Work, Outlook, Excel)
\nAdobe skills preferred
\nFinancial Services industry experience is a plus
\n \nEducation:
\nHigh School Degree or equivalent with at least two (2) years of customer service experience. Past accounting or reconciliation experience preferred.
Vacancy posted 5 days ago
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