Retail Account Management Associate
reputed company is a premier global asset management organization with over 85 years of experience, providing investment solutions to a diverse clientele. The Retail Account Management Associate provides advanced support to clients and processes client transactions, ensuring proper documentation and quality control while identifying areas for business process improvement.
Responsibilities
- Reviews and processes moderately reputed company transactions; reviews requests for proper documentation and authorization; performs necessary research in account history
- May reputed company quality checks of transaction processed by other team members. Identifies and takes action on errors; researches and implements prevention plans to minimize similar errors in the future; maintains departmental standards for quality and productivity
- Works with more senior associates on projects designed to improve business processes. Proactively identifies and recommends areas where improvements to straightforward transaction processing or client support can be improved
- Continues to reputed company knowledge of clients and client requirements. Works to reputed company mastery over firm policies and practices and identifies issues and areas of improvement where applicable
- Communicates either verbally or in writing with clients
Skills
- High school/secondary school or the equivalent combination of education and relevant experience
- 1+ years of total relevant work experience
- 1 year RAM experience
Benefits
- Competitive compensation
- Annual bonus eligibility
- A generous retirement plan
- Hybrid work schedule
- Health and wellness benefits, including online therapy
- Paid time off for vacation, illness, medical appointments, and volunteering days
- Family care resources, including fertility and adoption benefits
Company Overview