Entry Level Analyst Job at Phyton Talent Advisors, Boston, MA

bWxzSzY1YTBPT1p3K29BVGU5Z0pZa2tYOFE9PQ==
  • Phyton Talent Advisors
  • Boston, MA

Job Description

Our client a well known Financial Services Firm is seeking an Entry Level Analyst in their Boston, Massachusetts Location!

Responsibilities

  • Collects global client’s dividend and interest Income payments
  • Verify information by validating payment advice received from local market against client receivable
  • ttempt resolution of client entitlement issue internally
  • Makes decision to repair or to contact sub-custodian or depository for resolution
  • Escalate issue to manager when necessary
  • Communicate professionally and constructively to effectively resolve issues in order to minimize risk and exposure.
  • Generate custody/operations related systems reports in support of daily, weekly and monthly management reporting
  • Repair and resolve discrepancies in a timely and accurate manner keeping client informed
  • Identify trends in payment repair including event level, sub-custody level and or market lever repairs
  • Contribute to Division/ Firm process improvement activities through improvement of STP (straight through processing)
  • Acquire and maintain knowledge of Division goals and business objectives; perform activities that support these goals
  • Acquire understanding of full scope of Division and how specific function impacts the firm
  • Repair and resolve discrepancies that impact client servicing in a timely and accurate manner
  • Assist in activities that support the measurement of Client Service Standards
  • Communicate professionally and constructively to effectively resolve all repairs with client payments in a timely and accurately manner.
  • BA/BS degree or equivalent work experience. Demonstrated PC skills. Ability to identify, escalate and resolve a problem.
  • Ability to communicate professionally through effective verbal and written skills. Ability to manage time efficiently and effectively.
  • Organizational skills and detail-oriented. Ability to multi-task.
  • Ability to work in a team environment.
  • Ability to meet deadlines and work under pressure.
  • Computer literate - MS Suite of products - Excel, PowerPoint, Word Internet knowledge

Job Tags

Work experience placement, Local area,

Similar Jobs

Research Institute of Orlando

Clinical Research Coordinator Job at Research Institute of Orlando

 ...Company Description Research Institute of Orlando (RIO), LLC specializes in FDA-regulated clinical research trials. We focus on Neurology and Healthy patient trials from around the world. Our mission is to facilitate the development of regulated medications through... 

Journey Through Hallowed Ground National Heritage Area

History Teacher - Summer Program (4.5 week contract) Job at Journey Through Hallowed Ground National Heritage Area

 ...for 90 highly motivated high school students from around the world from July 6 to August 2, 2025. The Academy is recruiting five teachers who are passionate about American history and democracy to guide students along this once in a lifetime opportunity. By partnering... 

Fohlio, Inc.

Senior UX UI Product Designer Job at Fohlio, Inc.

 ...Company Description Fohlio helps organizations with many locations design, procure products and maintain their spaces for construction...  ...teams, suppliers, and more. We are hiring a Senior Product (UX/UI) Designer with good communication skills and experience in B2B... 

FocusCFO®

Fractional CFO Job at FocusCFO®

 ...FocusCFO is a national leader in embedded Fractional CFO services and we are looking for experienced CFOs to join the team in the...  ...your sleeves, sharing experience and expertise. ~20+ years of financial and operational experience, with a significant amount at the CFO... 

Equitable Advisors

Entry Level - Wealth Management Associate Job at Equitable Advisors

 ...maintaining a sound, profitable personal and district sales practice consistent with branch and company strategy Demonstrates a high level of proficiency in their role as a Financial Professional. Requirements With a wide range of successful financial...