Dawson ยท 3 hours ago
Customer Service Representative
Responsibilities
Provide administrative support to Client Custodians
Creating organized and well-written correspondence to clients, firm members, custodians
Process and track account contributions and distributions
Maintain client records in an accurate fashion
Build trusted relationships with clients and teammates
Perform other administrative tasks as assigned
Qualification
Required
Provide administrative support to Client Custodians
Create organized and well-written correspondence to clients, firm members, custodians
Process and track account contributions and distributions
Maintain client records in an accurate fashion
Build trusted relationships with clients and teammates
Perform other administrative tasks as assigned
Self-motivated and excited to assist with internal and external needs
High level of accuracy
Passion for details
Ability to multi-task in a fast-paced environment
Solid skills with both Word and Excel
Preferred
Experience working in banking or finance as an administrative aide
College education
Benefits
Wonderful benefits.
Company
Dawson
Dawson is a staffing and recruiting company that provides staffing and recruitment services.
Funding
Current Stage
Early StageRecent News
2023-11-30
Company data provided by crunchbase