Job Openings

Advisory Fees Associate – Waltham

Job ID: BH412168

Category: Recent Graduate, Fund Administrator, Customer Service

Specialty: Administrative

 

Advisory Fees Associate- Waltham

Must Have:

  • please add candidate email to the submission
  • Excellent time management skills
  • Outstanding computer skills (ms office word and basic excel)
  • College degree, preferred

 

 

Key responsibilities

  • • Processing management fee setup for advisory accounts; working with advisors and various third parties to ensure proper processing of advisor management fees
  • • Providing indispensable customer service via phone and e-mail; responding to inquiries from advisors and others regarding management fees
  • • Reconciling and resolving discrepancies in advisory management fee processing
  • • Backing up our in-house Service Center team by answering questions, as well as investigating and resolving escalated issues

 

Core strengths

  • • Strong attention to detail
  • • Excellent organization skills; able to handle multiple priorities with ease
  • • Deadline driven
  • • A passion for customer service
  • • A careful, patient approach to repetitive responsibilities
  • • Effective communication skills—both written and oral
  • • A keen eye for process improvement and quality assurance
  • • Able to solve problems in an efficient and professional manner
  • • A positive attitude
  • • Able to apply learned skills to various situations
  • • Proficient in Microsoft Word and Excel
  • • Prior financial services experience, a plus

 

 

 

The Planet Group of Companies is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Type: Temp/Contract

Location: Waltham, Massachusetts