Senior Service Representative (New or Recent Graduate)
Core
Support day-to-day investment operations by processing transactions, resolving issues, and providing accurate service to internal and external stakeholders in a regulated financial environment. (via careerplan.io/jobs/aff4c259-b31e-41c2-bcbf-16822120b44f-senior-service-representative-new-or-recent-graduate-at-jobgether)
Role type
Senior Service Representative (Investment Operations)
Builds
Operational accuracy, stakeholder satisfaction, and process improvements for investment products
Domain
Financial services / Investment operations
Required skills
Transaction processing, data analysis, issue resolution, regulatory compliance, stakeholder communication, Microsoft Office proficiency, risk assessment, process improvement, documentation management, operational controls
Preferred skills
Post-secondary education in a related field, experience with new technology systems, willingness to learn specialized investment knowledge
Technologies
Microsoft Word, Excel, PowerPoint
Responsibilities
Process service requests and transactions accurately; collect and reconcile documentation; analyze operational data to identify trends; investigate and resolve issues; support change initiatives and system implementations; serve as a resource for less experienced colleagues
Seniority
Mid-level, hands-on IC