Seeking a motivated and detail-oriented Account Services Representative to join an investment services office. This entry-level position is perfect for recent graduates with a Bachelor’s degree in finance, business, or a related field.
Key Responsibilities:
- Accurately input and manage data for new accounts into our internal platform.
- Ensure data integrity and completeness during the data entry process.
- Collaborate with team members to support client onboarding and account management.
- Assist in resolving any discrepancies or issues related to account information.
- Participate in training and development opportunities to enhance skills and knowledge in client services and finance.
Qualifications:
- Bachelor’s degree in finance, business, or a related field.
- Strong attention to detail and commitment to accuracy.
- Excellent organizational and time management skills.
- Ability to work both independently and as part of a team.
- Proficient in Microsoft Office Suite (Excel, Word, etc.).
Ascendo is a certified minority owned staffing firm, and we welcome and celebrate diversity.
Ascendo is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, parental status, military service or any other characteristic protected by federal, state or local law.