Our client, a well-established financial services firm in the East End, is excited to welcome a reliable and hardworking Bilingual Client Service Specialist to their growing team.
Duties may include, but are not limited to:
Process trades (purchases, redemptions, switches, systematic plans, etc.) within a 24-hour turnaround, adhering to a daily 4:00 p.m. cut-off
Review, follow up on, and ensure the accuracy of all trade activity
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