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Responsibilities
- Dealing with customer enquiries and requests until resolution
- Helping clients understand solution and resolve reporting issues
- Involvement in client training and site visits
- Escalate issues timely and ensure follow-up and resolution
- Assist in validation or UAT for issue resolution
- Working on client-specific projects
Requirements
- Client facing experience
- Financial services experience preferred, especially securities finance
- Knowledge of transaction reporting desired
- Ability to grasp technical concepts
- Advanced MS Excel skills preferred
- Understanding of SQL, API
- Knowledge of other vendor systems useful
- Strong analytical skills
- Excellent written and verbal communication in Spanish & English
Benefits
- Health care coverage designed for the mind and body
- Generous time off
- Access to resources for career growth and new skills
- Competitive pay and retirement planning
- Continuing education with company-matched student loan contribution
- Family-friendly perks
- Retail discounts and referral incentive awards
